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 | $495,912 | $183,519+170.2% | $155,509+218.9% | $145,922+239.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 25.02% | 61.17%-36.2pp | 64.67%-39.7pp | 561.29%-536.3pp |
| Employer contribution / active EE | $12,237 | $5,313+130.3% | $4,672+161.9% | $4,660+162.6% |
| Participant deferral / active EE | $6,620 | $6,462+2.4% | $5,626+17.7% | $6,688-1.0% |
| Admin fee / account holder | $12,323 | $19,313-36.2% | $15,912-22.6% | $13,397-8.0% |