See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $507,715 | $183,519+176.7% | $155,509+226.5% | $145,922+247.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.92% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $11,979 | $5,313+125.5% | $4,672+156.4% | $4,660+157.1% |
| Participant deferral / active EE | $18,565 | $6,462+187.3% | $5,626+230.0% | $6,688+177.6% |
| Admin fee / account holder | $32,393 | $19,313+67.7% | $15,912+103.6% | $13,397+141.8% |