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 | $614,854 | $125,758+388.9% | $169,993+261.7% | $75,163+718.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.80% | 27.20%-7.4pp | 53.37%-33.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $22,168 | $4,615+380.4% | $6,785+226.7% | $2,670+730.3% |
| Participant deferral / active EE | $15,848 | $6,837+131.8% | $10,408+52.3% | $4,125+284.2% |
| Admin fee / account holder | $6,402 | $8,173-21.7% | $12,815-50.0% | $5,651+13.3% |