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 | $558,263 | $126,574+341.1% | $106,213+425.6% | $145,922+282.6% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.48% | 224.79%-212.3pp | 116.14%-103.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,836 | $3,730+83.3% | $3,171+115.6% | $4,660+46.7% |
| Participant deferral / active EE | $8,287 | $5,724+44.8% | $5,016+65.2% | $6,688+23.9% |
| Admin fee / account holder | $132,127 | $17,304+663.6% | $11,033+1097.6% | $13,397+886.2% |