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 | $288,268 | $197,591+45.9% | $177,821+62.1% | $158,922+81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 67.40% | 58.76%+8.6pp | 48.32%+19.1pp | 302.83%-235.4pp |
| Employer contribution / active EE | $8,995 | $6,697+34.3% | $5,918+52.0% | $4,761+88.9% |
| Participant deferral / active EE | $22,399 | $8,405+166.5% | $7,714+190.4% | $5,982+274.4% |
| Admin fee / account holder | $36,000 | $15,399+133.8% | $12,427+189.7% | $11,246+220.1% |