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 | $540,976 | $148,534+264.2% | $135,903+298.1% | $139,434+288.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.35% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $17,962 | $5,243+242.6% | $4,856+269.9% | $4,751+278.1% |
| Participant deferral / active EE | $18,165 | $8,100+124.3% | $7,758+134.1% | $6,710+170.7% |
| Admin fee / account holder | $93,821 | $12,400+656.6% | $10,762+771.8% | $11,403+722.8% |