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 | $598,746 | $185,822+222.2% | $169,993+252.2% | $139,434+329.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.80% | 60.50%-48.7pp | 53.37%-41.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,102 | $7,590-59.1% | $6,785-54.3% | $4,751-34.7% |
| Participant deferral / active EE | $22,054 | $11,622+89.8% | $10,408+111.9% | $6,710+228.7% |
| Admin fee / account holder | $164,551 | $15,381+969.9% | $12,815+1184.0% | $11,403+1343.1% |