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 | $504,794 | $159,901+215.7% | $146,958+243.5% | $145,922+245.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 13.75% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $25,000 | $5,286+372.9% | $4,933+406.8% | $4,660+436.5% |
| Participant deferral / active EE | $12,956 | $8,428+53.7% | $8,070+60.5% | $6,688+93.7% |
| Admin fee / account holder | $28,531 | $15,044+89.7% | $12,998+119.5% | $13,397+113.0% |