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 | $415,682 | $175,202+137.3% | $149,673+177.7% | $139,434+198.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.22% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $12,345 | $5,474+125.5% | $4,818+156.2% | $4,751+159.8% |
| Participant deferral / active EE | $7,686 | $6,519+17.9% | $5,680+35.3% | $6,710+14.5% |
| Admin fee / account holder | $47,291 | $16,150+192.8% | $13,210+258.0% | $11,403+314.7% |