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 | $183,592+176.5% | $155,567+226.4% | $145,959+247.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 13.92% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $11,979 | $5,315+125.4% | $4,674+156.3% | $4,661+157.0% |
| Participant deferral / active EE | $18,565 | $6,464+187.2% | $5,628+229.9% | $6,689+177.6% |
| Admin fee / account holder | $32,393 | $19,318+67.7% | $15,916+103.5% | $13,398+141.8% |