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 | $606,283 | $185,822+226.3% | $169,993+256.7% | $139,434+334.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.67% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $8,213 | $7,590+8.2% | $6,785+21.0% | $4,751+72.9% |
| Participant deferral / active EE | $14,024 | $11,622+20.7% | $10,408+34.8% | $6,710+109.0% |
| Admin fee / account holder | $5,953 | $15,381-61.3% | $12,815-53.5% | $11,403-47.8% |