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 | $555,494 | $102,317+442.9% | $146,958+278.0% | $80,856+587.0% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 18.72% | 134.76%-116.0pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $6,280 | $3,713+69.1% | $4,933+27.3% | $2,755+128.0% |
| Participant deferral / active EE | $13,528 | $6,644+103.6% | $8,070+67.6% | $4,296+214.9% |
| Admin fee / account holder | $40,442 | $7,941+409.3% | $12,998+211.1% | $6,918+484.6% |