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 | $490,451 | $183,519+167.2% | $155,509+215.4% | $145,922+236.1% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 16.95% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $20,843 | $5,313+292.3% | $4,672+346.1% | $4,660+347.3% |
| Participant deferral / active EE | $11,462 | $6,462+77.4% | $5,626+103.7% | $6,688+71.4% |
| Admin fee / account holder | $24,500 | $19,313+26.9% | $15,912+54.0% | $13,397+82.9% |