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 | $716,730 | $185,822+285.7% | $169,993+321.6% | $139,434+414.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.99% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $26,182 | $7,590+244.9% | $6,785+285.9% | $4,751+451.1% |
| Participant deferral / active EE | $15,600 | $11,622+34.2% | $10,408+49.9% | $6,710+132.5% |
| Admin fee / account holder | $6,272 | $15,381-59.2% | $12,815-51.1% | $11,403-45.0% |