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 | $457,270 | $185,822+146.1% | $169,993+169.0% | $139,434+227.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.01% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $14,197 | $7,590+87.0% | $6,785+109.2% | $4,751+198.8% |
| Participant deferral / active EE | $12,846 | $11,622+10.5% | $10,408+23.4% | $6,710+91.4% |
| Admin fee / account holder | $3,531 | $15,381-77.0% | $12,815-72.4% | $11,403-69.0% |