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 | $682,851 | $198,466+244.1% | $170,442+300.6% | $147,584+362.7% |
| Participation rate | 87.0% | 88.0%-1.0pp | 83.6%+3.4pp | 82.8%+4.1pp |
| Annual return | 11.88% | 257.29%-245.4pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $25,119 | $6,184+306.2% | $5,433+362.4% | $4,876+415.1% |
| Participant deferral / active EE | $13,180 | $5,629+134.1% | $4,939+166.8% | $5,439+142.3% |
| Admin fee / account holder | $99,193 | $16,852+488.6% | $13,880+614.6% | $10,885+811.3% |