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 | $924,483 | $185,822+397.5% | $169,993+443.8% | $139,434+563.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.42% | 60.50%-38.1pp | 53.37%-31.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $56,970 | $7,590+650.6% | $6,785+739.6% | $4,751+1099.2% |
| Participant deferral / active EE | $29,622 | $11,622+154.9% | $10,408+184.6% | $6,710+341.5% |
| Admin fee / account holder | $19,597 | $15,381+27.4% | $12,815+52.9% | $11,403+71.9% |