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 | $1,410,010 | $185,822+658.8% | $169,993+729.5% | $139,434+911.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 46.84% | 60.50%-13.7pp | 53.37%-6.5pp | 372.94%-326.1pp |
| Employer contribution / active EE | $15,880 | $7,590+109.2% | $6,785+134.0% | $4,751+234.3% |
| Participant deferral / active EE | $11,375 | $11,622-2.1% | $10,408+9.3% | $6,710+69.5% |
| Admin fee / account holder | $262,569 | $15,381+1607.1% | $12,815+1948.9% | $11,403+2202.7% |