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 | $535,957 | $209,832+155.4% | $189,513+182.8% | $167,490+220.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.39% | 748.27%-735.9pp | 555.15%-542.8pp | 478.56%-466.2pp |
| Employer contribution / active EE | $5,516 | $6,914-20.2% | $6,162-10.5% | $4,837+14.0% |
| Participant deferral / active EE | $6,474 | $8,935-27.5% | $8,221-21.3% | $6,341+2.1% |
| Admin fee / account holder | $46,965 | $14,293+228.6% | $12,045+289.9% | $12,309+281.5% |