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 | $468,582 | $179,726+160.7% | $156,263+199.9% | $142,382+229.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.81% | 77.86%-61.0pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $10,812 | $5,069+113.3% | $4,333+149.5% | $4,299+151.5% |
| Participant deferral / active EE | $11,306 | $6,956+62.5% | $6,158+83.6% | $6,507+73.7% |
| Admin fee / account holder | $30,675 | $17,272+77.6% | $14,255+115.2% | $12,624+143.0% |