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 | $508,210 | $185,822+173.5% | $169,993+199.0% | $139,434+264.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.54% | 60.50%-37.0pp | 53.37%-29.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $17,859 | $7,590+135.3% | $6,785+163.2% | $4,751+275.9% |
| Participant deferral / active EE | $12,514 | $11,622+7.7% | $10,408+20.2% | $6,710+86.5% |
| Admin fee / account holder | $24,867 | $15,381+61.7% | $12,815+94.0% | $11,403+118.1% |