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 | $1,192,612 | $172,111+592.9% | $150,298+693.5% | $137,256+768.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.37% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $20,678 | $4,636+346.0% | $4,154+397.8% | $4,156+397.5% |
| Participant deferral / active EE | $21,995 | $6,166+256.7% | $5,453+303.4% | $6,407+243.3% |
| Admin fee / account holder | $458 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |