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 | $863,784 | $228,332+278.3% | $185,823+364.8% | $158,922+443.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.34% | 40.80%-30.5pp | 35.95%-25.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $20,658 | $4,967+315.9% | $4,087+405.4% | $4,761+333.9% |
| Participant deferral / active EE | $18,491 | $6,415+188.3% | $5,632+228.3% | $5,982+209.1% |
| Admin fee / account holder | $160,655 | $11,864+1254.1% | $9,500+1591.1% | $11,246+1328.6% |