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 | $495,163 | $197,591+150.6% | $177,821+178.5% | $158,922+211.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.22% | 58.76%-47.5pp | 48.32%-37.1pp | 302.83%-291.6pp |
| Employer contribution / active EE | $14,788 | $6,697+120.8% | $5,918+149.9% | $4,761+210.6% |
| Participant deferral / active EE | $10,121 | $8,405+20.4% | $7,714+31.2% | $5,982+69.2% |
| Admin fee / account holder | $13,249 | $15,399-14.0% | $12,427+6.6% | $11,246+17.8% |