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 | $480,754 | $148,534+223.7% | $135,903+253.7% | $139,434+244.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.68% | 79.19%-66.5pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $11,202 | $5,243+113.7% | $4,856+130.7% | $4,751+135.8% |
| Participant deferral / active EE | $7,459 | $8,100-7.9% | $7,758-3.8% | $6,710+11.2% |
| Admin fee / account holder | $22,053 | $12,400+77.9% | $10,762+104.9% | $11,403+93.4% |