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 | $970,221 | $177,572+446.4% | $154,803+526.7% | $142,382+581.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 12.08% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $10,386 | $4,810+115.9% | $4,305+141.2% | $4,299+141.6% |
| Participant deferral / active EE | $12,400 | $6,272+97.7% | $5,540+123.8% | $6,507+90.6% |
| Admin fee / account holder | $42,356 | $16,786+152.3% | $14,329+195.6% | $12,624+235.5% |