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 | $1,056,410 | $214,378+392.8% | $200,582+426.7% | $142,382+642.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.15% | 46.41%-30.3pp | 42.33%-26.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $24,917 | $6,841+264.2% | $6,419+288.2% | $4,299+479.6% |
| Participant deferral / active EE | $29,529 | $9,865+199.3% | $9,331+216.5% | $6,507+353.8% |
| Admin fee / account holder | $2,812 | $17,692-84.1% | $16,305-82.8% | $12,624-77.7% |