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 | $504,689 | $185,822+171.6% | $169,993+196.9% | $139,434+262.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.73% | 60.50%-46.8pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $10,891 | $7,590+43.5% | $6,785+60.5% | $4,751+129.2% |
| Participant deferral / active EE | $16,531 | $11,622+42.2% | $10,408+58.8% | $6,710+146.4% |
| Admin fee / account holder | $611 | $15,381-96.0% | $12,815-95.2% | $11,403-94.6% |