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 | $1,273,836 | $214,378+494.2% | $200,582+535.1% | $142,382+794.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.79% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,336 | $6,841-22.0% | $6,419-16.9% | $4,299+24.1% |
| Participant deferral / active EE | $17,915 | $9,865+81.6% | $9,331+92.0% | $6,507+175.3% |
| Admin fee / account holder | $10,107 | $17,692-42.9% | $16,305-38.0% | $12,624-19.9% |