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 | $662,813 | $162,781+307.2% | $133,956+394.8% | $158,922+317.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.39% | 41.94%-26.6pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $7,391 | $4,975+48.6% | $3,919+88.6% | $4,761+55.2% |
| Participant deferral / active EE | $7,860 | $5,911+33.0% | $5,048+55.7% | $5,982+31.4% |
| Admin fee / account holder | $15,166 | $11,736+29.2% | $8,927+69.9% | $11,246+34.9% |