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 | $1,088,625 | $185,822+485.8% | $169,993+540.4% | $139,434+680.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.64% | 60.50%-27.9pp | 53.37%-20.7pp | 372.94%-340.3pp |
| Employer contribution / active EE | $12,161 | $7,590+60.2% | $6,785+79.2% | $4,751+156.0% |
| Participant deferral / active EE | $22,788 | $11,622+96.1% | $10,408+119.0% | $6,710+239.6% |
| Admin fee / account holder | $10,854 | $15,381-29.4% | $12,815-15.3% | $11,403-4.8% |