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 | $905,489 | $185,822+387.3% | $169,993+432.7% | $139,434+549.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.37% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $7,091 | $7,590-6.6% | $6,785+4.5% | $4,751+49.3% |
| Participant deferral / active EE | $13,811 | $11,622+18.8% | $10,408+32.7% | $6,710+105.8% |
| Admin fee / account holder | $36,250 | $15,381+135.7% | $12,815+182.9% | $11,403+217.9% |