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 | $633,141 | $175,202+261.4% | $149,673+323.0% | $139,434+354.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.1pp | 80.3%+1.5pp |
| Annual return | 14.73% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $17,587 | $5,474+221.3% | $4,818+265.0% | $4,751+270.2% |
| Participant deferral / active EE | $12,466 | $6,519+91.2% | $5,680+119.5% | $6,710+85.8% |
| Admin fee / account holder | $215,130 | $16,150+1232.1% | $13,210+1528.6% | $11,403+1786.7% |