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 | $563,302 | $232,540+142.2% | $185,117+204.3% | $147,584+281.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.38% | 43.03%-24.6pp | 40.50%-22.1pp | 578.55%-560.2pp |
| Employer contribution / active EE | $9,301 | $5,195+79.0% | $4,182+122.4% | $4,876+90.7% |
| Participant deferral / active EE | $12,364 | $5,834+111.9% | $5,045+145.1% | $5,439+127.3% |
| Admin fee / account holder | $595 | $10,275-94.2% | $8,159-92.7% | $10,885-94.5% |