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 | $485,800 | $185,822+161.4% | $169,993+185.8% | $139,434+248.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.14% | 60.50%-45.4pp | 53.37%-38.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $10,642 | $7,590+40.2% | $6,785+56.8% | $4,751+124.0% |
| Participant deferral / active EE | $10,270 | $11,622-11.6% | $10,408-1.3% | $6,710+53.1% |
| Admin fee / account holder | $2,089 | $15,381-86.4% | $12,815-83.7% | $11,403-81.7% |