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 | $460,825 | $177,572+159.5% | $154,803+197.7% | $142,382+223.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.74% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $25,666 | $4,810+433.5% | $4,305+496.1% | $4,299+497.0% |
| Participant deferral / active EE | $12,033 | $6,272+91.9% | $5,540+117.2% | $6,507+84.9% |
| Admin fee / account holder | $63,183 | $16,786+276.4% | $14,329+340.9% | $12,624+400.5% |