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 | $1,600,254 | $185,822+761.2% | $169,993+841.4% | $139,434+1047.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.72% | 60.50%-46.8pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $23,588 | $7,590+210.8% | $6,785+247.6% | $4,751+396.5% |
| Participant deferral / active EE | $18,245 | $11,622+57.0% | $10,408+75.3% | $6,710+171.9% |
| Admin fee / account holder | $35,095 | $15,381+128.2% | $12,815+173.9% | $11,403+207.8% |