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 | $872,156 | $197,591+341.4% | $177,821+390.5% | $158,922+448.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.45% | 58.76%-44.3pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $7,358 | $6,697+9.9% | $5,918+24.3% | $4,761+54.5% |
| Participant deferral / active EE | $12,686 | $8,405+50.9% | $7,714+64.5% | $5,982+112.1% |
| Admin fee / account holder | $36,113 | $15,399+134.5% | $12,427+190.6% | $11,246+221.1% |