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 | $561,944 | $197,591+184.4% | $177,821+216.0% | $158,922+253.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.36% | 58.76%-50.4pp | 48.32%-40.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $21,230 | $6,697+217.0% | $5,918+258.7% | $4,761+345.9% |
| Participant deferral / active EE | $14,565 | $8,405+73.3% | $7,714+88.8% | $5,982+143.5% |
| Admin fee / account holder | $68,674 | $15,399+346.0% | $12,427+452.6% | $11,246+510.7% |