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 | $504,062 | $183,519+174.7% | $155,509+224.1% | $145,922+245.4% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 43.09% | 61.17%-18.1pp | 64.67%-21.6pp | 561.29%-518.2pp |
| Employer contribution / active EE | $14,188 | $5,313+167.0% | $4,672+203.6% | $4,660+204.5% |
| Participant deferral / active EE | $28,238 | $6,462+337.0% | $5,626+401.9% | $6,688+322.2% |
| Admin fee / account holder | $216,068 | $19,313+1018.8% | $15,912+1257.9% | $13,397+1512.8% |