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 | $710,787 | $185,822+282.5% | $169,993+318.1% | $139,434+409.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.35% | 60.50%-36.1pp | 53.37%-29.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $3,418 | $7,590-55.0% | $6,785-49.6% | $4,751-28.1% |
| Participant deferral / active EE | $16,050 | $11,622+38.1% | $10,408+54.2% | $6,710+139.2% |
| Admin fee / account holder | $63,118 | $15,381+310.4% | $12,815+392.5% | $11,403+453.5% |