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 | $812,192 | $183,519+342.6% | $155,509+422.3% | $145,922+456.6% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 24.37% | 61.17%-36.8pp | 64.67%-40.3pp | 561.29%-536.9pp |
| Employer contribution / active EE | $23,946 | $5,313+350.7% | $4,672+412.5% | $4,660+413.9% |
| Participant deferral / active EE | $14,397 | $6,462+122.8% | $5,626+155.9% | $6,688+115.3% |
| Admin fee / account holder | $19,811 | $19,313+2.6% | $15,912+24.5% | $13,397+47.9% |