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 | $284,010 | $197,591+43.7% | $177,821+59.7% | $158,922+78.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.96% | 58.76%-44.8pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $11,667 | $6,697+74.2% | $5,918+97.1% | $4,761+145.0% |
| Participant deferral / active EE | $10,063 | $8,405+19.7% | $7,714+30.4% | $5,982+68.2% |
| Admin fee / account holder | $70,198 | $15,399+355.8% | $12,427+464.9% | $11,246+524.2% |