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 | $591,775 | $185,822+218.5% | $169,993+248.1% | $139,434+324.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.02% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $17,958 | $7,590+136.6% | $6,785+164.7% | $4,751+278.0% |
| Participant deferral / active EE | $24,500 | $11,622+110.8% | $10,408+135.4% | $6,710+265.1% |
| Admin fee / account holder | $1,972 | $15,381-87.2% | $12,815-84.6% | $11,403-82.7% |