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 | $426,190 | $198,466+114.7% | $170,442+150.1% | $147,584+188.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.89% | 257.29%-244.4pp | 205.93%-193.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $32,525 | $6,184+426.0% | $5,433+498.7% | $4,876+567.0% |
| Participant deferral / active EE | $20,625 | $5,629+266.4% | $4,939+317.6% | $5,439+279.2% |
| Admin fee / account holder | $23,398 | $16,852+38.8% | $13,880+68.6% | $10,885+114.9% |