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 | $1,014,163 | $179,726+464.3% | $156,263+549.0% | $142,382+612.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.93% | 77.86%-65.9pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $36,271 | $5,069+615.5% | $4,333+737.1% | $4,299+743.7% |
| Participant deferral / active EE | $19,500 | $6,956+180.3% | $6,158+216.6% | $6,507+199.7% |
| Admin fee / account holder | $843 | $17,272-95.1% | $14,255-94.1% | $12,624-93.3% |