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 | $623,171 | $115,770+438.3% | $101,248+515.5% | $158,922+292.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.05% | 56.14%-42.1pp | 46.47%-32.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $7,376 | $4,175+76.7% | $3,660+101.5% | $4,761+54.9% |
| Participant deferral / active EE | $3,878 | $4,957-21.8% | $4,370-11.3% | $5,982-35.2% |
| Admin fee / account holder | $14,772 | $7,245+103.9% | $5,945+148.5% | $11,246+31.4% |