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 | $556,053 | $176,056+215.8% | $159,436+248.8% | $167,490+232.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.60% | 331.75%-303.2pp | 263.57%-235.0pp | 478.56%-450.0pp |
| Employer contribution / active EE | $11,184 | $5,297+111.1% | $4,829+131.6% | $4,837+131.2% |
| Participant deferral / active EE | $11,702 | $7,750+51.0% | $7,352+59.2% | $6,341+84.5% |
| Admin fee / account holder | $15,846 | $12,554+26.2% | $10,799+46.7% | $12,309+28.7% |