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 | $962,443 | $172,111+459.2% | $150,298+540.4% | $137,256+601.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.41% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $7,515 | $4,636+62.1% | $4,154+80.9% | $4,156+80.8% |
| Participant deferral / active EE | $15,850 | $6,166+157.1% | $5,453+190.7% | $6,407+147.4% |
| Admin fee / account holder | $20,867 | $16,471+26.7% | $14,116+47.8% | $12,270+70.1% |