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 | $582,401 | $198,466+193.5% | $170,442+241.7% | $147,584+294.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.19% | 257.29%-239.1pp | 205.93%-187.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $10,698 | $6,184+73.0% | $5,433+96.9% | $4,876+119.4% |
| Participant deferral / active EE | $5,455 | $5,629-3.1% | $4,939+10.4% | $5,439+0.3% |
| Admin fee / account holder | $17,458 | $16,852+3.6% | $13,880+25.8% | $10,885+60.4% |