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 | $475,894 | $179,726+164.8% | $156,263+204.5% | $142,382+234.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.27% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $20,669 | $5,069+307.7% | $4,333+377.0% | $4,299+380.8% |
| Participant deferral / active EE | $9,870 | $6,956+41.9% | $6,158+60.3% | $6,507+51.7% |
| Admin fee / account holder | $2,065 | $17,272-88.0% | $14,255-85.5% | $12,624-83.6% |