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 | $432,929 | $210,648+105.5% | $177,989+143.2% | $145,922+196.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.88% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $11,440 | $4,565+150.6% | $3,949+189.7% | $4,660+145.5% |
| Participant deferral / active EE | $9,784 | $6,958+40.6% | $6,276+55.9% | $6,688+46.3% |
| Admin fee / account holder | $23,951 | $12,013+99.4% | $10,363+131.1% | $13,397+78.8% |