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 | $542,734 | $185,822+192.1% | $169,993+219.3% | $139,434+289.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.70% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $23,386 | $7,590+208.1% | $6,785+244.7% | $4,751+392.2% |
| Participant deferral / active EE | $16,889 | $11,622+45.3% | $10,408+62.3% | $6,710+151.7% |
| Admin fee / account holder | $112,510 | $15,381+631.5% | $12,815+777.9% | $11,403+886.7% |