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 | $431,674 | $125,758+243.3% | $169,993+153.9% | $75,163+474.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.35% | 27.20%-6.9pp | 53.37%-33.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $13,733 | $4,615+197.6% | $6,785+102.4% | $2,670+414.4% |
| Participant deferral / active EE | $18,251 | $6,837+166.9% | $10,408+75.4% | $4,125+342.4% |
| Admin fee / account holder | $15,322 | $8,173+87.5% | $12,815+19.6% | $5,651+171.1% |