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 | $924,905 | $185,822+397.7% | $169,993+444.1% | $139,434+563.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.27% | 60.50%-39.2pp | 53.37%-32.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $5,244 | $7,590-30.9% | $6,785-22.7% | $4,751+10.4% |
| Participant deferral / active EE | $16,367 | $11,622+40.8% | $10,408+57.3% | $6,710+143.9% |
| Admin fee / account holder | $3,752 | $15,381-75.6% | $12,815-70.7% | $11,403-67.1% |