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 | $315,740 | $185,822+69.9% | $169,993+85.7% | $139,434+126.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.84% | 60.50%-45.7pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $15,582 | $7,590+105.3% | $6,785+129.7% | $4,751+228.0% |
| Participant deferral / active EE | $12,283 | $11,622+5.7% | $10,408+18.0% | $6,710+83.0% |
| Admin fee / account holder | $505,251 | $15,381+3185.0% | $12,815+3842.6% | $11,403+4331.1% |