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 | $1,204,556 | $148,534+711.0% | $135,903+786.3% | $139,434+763.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.19% | 79.19%-55.0pp | 68.23%-44.0pp | 372.94%-348.8pp |
| Employer contribution / active EE | $19,260 | $5,243+267.4% | $4,856+296.6% | $4,751+305.4% |
| Participant deferral / active EE | $22,850 | $8,100+182.1% | $7,758+194.5% | $6,710+240.5% |
| Admin fee / account holder | $6,667 | $12,400-46.2% | $10,762-38.1% | $11,403-41.5% |