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 | $593,184 | $159,901+271.0% | $146,958+303.6% | $145,922+306.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 10.97% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $14,689 | $5,286+177.9% | $4,933+197.8% | $4,660+215.2% |
| Participant deferral / active EE | $10,638 | $8,428+26.2% | $8,070+31.8% | $6,688+59.1% |
| Admin fee / account holder | $28,852 | $15,044+91.8% | $12,998+122.0% | $13,397+115.4% |