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 | $516,800 | $105,998+387.6% | $92,233+460.3% | $147,584+250.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.91% | 50.05%-26.1pp | 176.28%-152.4pp | 578.55%-554.6pp |
| Employer contribution / active EE | $6,414 | $4,333+48.0% | $3,679+74.3% | $4,876+31.5% |
| Participant deferral / active EE | $9,615 | $4,478+114.7% | $3,897+146.7% | $5,439+76.8% |
| Admin fee / account holder | $3,478 | $6,332-45.1% | $5,194-33.0% | $10,885-68.1% |