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 | $487,514 | $127,065+283.7% | $113,168+330.8% | $142,382+242.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.10% | 24.03%-10.9pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,025 | $3,442+75.0% | $2,975+102.5% | $4,299+40.1% |
| Participant deferral / active EE | $10,329 | $5,716+80.7% | $5,107+102.3% | $6,507+58.7% |
| Admin fee / account holder | $20,880 | $15,736+32.7% | $12,068+73.0% | $12,624+65.4% |