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 | $608,517 | $185,822+227.5% | $169,993+258.0% | $139,434+336.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.44% | 60.50%-43.1pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $24,396 | $7,590+221.4% | $6,785+259.5% | $4,751+413.5% |
| Participant deferral / active EE | $21,324 | $11,622+83.5% | $10,408+104.9% | $6,710+217.8% |
| Admin fee / account holder | $30,665 | $15,381+99.4% | $12,815+139.3% | $11,403+168.9% |