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 | $1,359,389 | $148,534+815.2% | $135,903+900.3% | $139,434+874.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.37% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,301 | $5,243-37.0% | $4,856-32.0% | $4,751-30.5% |
| Participant deferral / active EE | $25,904 | $8,100+219.8% | $7,758+233.9% | $6,710+286.0% |
| Admin fee / account holder | $10,645 | $12,400-14.2% | $10,762-1.1% | $11,403-6.6% |