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 | $1,210,940 | $148,978+712.8% | $200,582+503.7% | $84,808+1327.9% |
| Participation rate | 92.9% | 84.2%+8.6pp | 86.9%+6.0pp | 68.3%+24.5pp |
| Annual return | 25.67% | 28.16%-2.5pp | 42.33%-16.7pp | 40.90%-15.2pp |
| Employer contribution / active EE | $41,976 | $4,815+771.8% | $6,419+553.9% | $2,631+1495.4% |
| Participant deferral / active EE | $19,910 | $7,142+178.8% | $9,331+113.4% | $4,212+372.7% |
| Admin fee / account holder | $13,006 | $13,977-7.0% | $16,305-20.2% | $7,344+77.1% |