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 8-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 | $510,682 | $148,534+243.8% | $135,903+275.8% | $139,434+266.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.56% | 79.19%-65.6pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $9,990 | $5,243+90.5% | $4,856+105.7% | $4,751+110.3% |
| Participant deferral / active EE | $21,667 | $8,100+167.5% | $7,758+179.3% | $6,710+222.9% |
| Admin fee / account holder | $21,993 | $12,400+77.4% | $10,762+104.4% | $11,403+92.9% |