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 | $524,443 | $198,466+164.2% | $170,442+207.7% | $147,584+255.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.55% | 257.29%-242.7pp | 205.93%-191.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $13,341 | $6,184+115.7% | $5,433+145.6% | $4,876+173.6% |
| Participant deferral / active EE | $7,990 | $5,629+41.9% | $4,939+61.8% | $5,439+46.9% |
| Admin fee / account holder | $65,373 | $16,852+287.9% | $13,880+371.0% | $10,885+500.6% |