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 | $893,018 | $95,266+837.4% | $82,389+983.9% | $142,382+527.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.52% | 25.74%-5.2pp | 28.67%-8.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,579 | $2,991+19.6% | $2,517+42.2% | $4,299-16.8% |
| Participant deferral / active EE | $14,167 | $4,809+194.6% | $4,155+241.0% | $6,507+117.7% |
| Admin fee / account holder | $8,143 | $8,563-4.9% | $7,231+12.6% | $12,624-35.5% |