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 | $461,117 | $185,822+148.1% | $169,993+171.3% | $139,434+230.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.12% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $22,211 | $7,590+192.6% | $6,785+227.3% | $4,751+367.5% |
| Participant deferral / active EE | $21,367 | $11,622+83.9% | $10,408+105.3% | $6,710+218.4% |
| Admin fee / account holder | $31,911 | $15,381+107.5% | $12,815+149.0% | $11,403+179.9% |