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 | $755,789 | $125,758+501.0% | $169,993+344.6% | $75,163+905.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.89% | 27.20%-7.3pp | 53.37%-33.5pp | 160.62%-140.7pp |
| Employer contribution / active EE | $32,746 | $4,615+609.6% | $6,785+382.6% | $2,670+1126.5% |
| Participant deferral / active EE | $22,385 | $6,837+227.4% | $10,408+115.1% | $4,125+442.7% |
| Admin fee / account holder | $79,657 | $8,173+874.6% | $12,815+521.6% | $5,651+1309.6% |