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 | $566,880 | $175,202+223.6% | $149,673+278.7% | $139,434+306.6% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.68% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $11,964 | $5,474+118.5% | $4,818+148.3% | $4,751+151.8% |
| Participant deferral / active EE | $9,744 | $6,519+49.5% | $5,680+71.5% | $6,710+45.2% |
| Admin fee / account holder | $46,414 | $16,150+187.4% | $13,210+251.4% | $11,403+307.1% |