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 | $450,522 | $185,822+142.4% | $169,993+165.0% | $139,434+223.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.85% | 60.50%-38.6pp | 53.37%-31.5pp | 372.94%-351.1pp |
| Employer contribution / active EE | $6,028 | $7,590-20.6% | $6,785-11.2% | $4,751+26.9% |
| Participant deferral / active EE | $21,020 | $11,622+80.9% | $10,408+102.0% | $6,710+213.2% |
| Admin fee / account holder | $1,548 | $15,381-89.9% | $12,815-87.9% | $11,403-86.4% |