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 | $514,527 | $185,822+176.9% | $169,993+202.7% | $139,434+269.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.52% | 60.50%-33.0pp | 53.37%-25.9pp | 372.94%-345.4pp |
| Employer contribution / active EE | $4,658 | $7,590-38.6% | $6,785-31.4% | $4,751-2.0% |
| Participant deferral / active EE | $17,065 | $11,622+46.8% | $10,408+64.0% | $6,710+154.3% |
| Admin fee / account holder | $66,132 | $15,381+330.0% | $12,815+416.0% | $11,403+480.0% |