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 | $573,228 | $125,758+355.8% | $169,993+237.2% | $75,163+662.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.74% | 27.20%-5.5pp | 53.37%-31.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $10,533 | $4,615+128.2% | $6,785+55.2% | $2,670+294.5% |
| Participant deferral / active EE | $12,968 | $6,837+89.7% | $10,408+24.6% | $4,125+214.4% |
| Admin fee / account holder | $37,014 | $8,173+352.9% | $12,815+188.8% | $5,651+555.0% |