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 | $564,961 | $175,202+222.5% | $149,673+277.5% | $139,434+305.2% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 18.96% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,242 | $5,474-59.0% | $4,818-53.5% | $4,751-52.8% |
| Participant deferral / active EE | $5,067 | $6,519-22.3% | $5,680-10.8% | $6,710-24.5% |
| Admin fee / account holder | $18,061 | $16,150+11.8% | $13,210+36.7% | $11,403+58.4% |