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 | $1,300,294 | $154,117+743.7% | $129,995+900.3% | $139,434+832.6% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 26.56% | 32.48%-5.9pp | -137.18%+163.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $4,244 | $5,289-19.7% | $4,320-1.7% | $4,751-10.7% |
| Participant deferral / active EE | $10,107 | $6,710+50.6% | $5,820+73.7% | $6,710+50.6% |
| Admin fee / account holder | $146,583 | $14,007+946.5% | $10,614+1281.0% | $11,403+1185.5% |