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 | $1,111,960 | $185,822+498.4% | $169,993+554.1% | $139,434+697.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.84% | 60.50%-26.7pp | 53.37%-19.5pp | 372.94%-339.1pp |
| Employer contribution / active EE | $6,435 | $7,590-15.2% | $6,785-5.2% | $4,751+35.5% |
| Participant deferral / active EE | $19,469 | $11,622+67.5% | $10,408+87.1% | $6,710+190.1% |
| Admin fee / account holder | $31,992 | $15,381+108.0% | $12,815+149.6% | $11,403+180.6% |