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 | $491,617 | $148,534+231.0% | $135,903+261.7% | $139,434+252.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.22% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $13,842 | $5,243+164.0% | $4,856+185.0% | $4,751+191.4% |
| Participant deferral / active EE | $10,438 | $8,100+28.9% | $7,758+34.6% | $6,710+55.6% |
| Admin fee / account holder | $65,796 | $12,400+430.6% | $10,762+511.4% | $11,403+477.0% |