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 | $1,440,636 | $209,411+587.9% | $178,490+707.1% | $158,922+806.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.48% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $56,106 | $5,706+883.2% | $5,011+1019.7% | $4,761+1078.4% |
| Participant deferral / active EE | $4,727 | $5,954-20.6% | $5,202-9.1% | $5,982-21.0% |
| Admin fee / account holder | $1,764 | $17,074-89.7% | $13,984-87.4% | $11,246-84.3% |