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 | $553,510 | $198,466+178.9% | $170,442+224.8% | $147,584+275.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.73% | 257.29%-240.6pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $31,661 | $6,184+412.0% | $5,433+482.8% | $4,876+549.3% |
| Participant deferral / active EE | $20,002 | $5,629+255.3% | $4,939+304.9% | $5,439+267.8% |
| Admin fee / account holder | $29,158 | $16,852+73.0% | $13,880+110.1% | $10,885+167.9% |