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 | $517,304 | $183,519+181.9% | $155,509+232.7% | $145,922+254.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.52% | 61.17%-48.6pp | 64.67%-52.1pp | 561.29%-548.8pp |
| Employer contribution / active EE | $26,200 | $5,313+393.2% | $4,672+460.7% | $4,660+462.3% |
| Participant deferral / active EE | $13,463 | $6,462+108.3% | $5,626+139.3% | $6,688+101.3% |
| Admin fee / account holder | $3,097 | $19,313-84.0% | $15,912-80.5% | $13,397-76.9% |