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 | $1,240,852 | $209,336+492.8% | $197,124+529.5% | $137,256+804.0% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 14.85% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $42,273 | $6,591+541.4% | $6,227+578.8% | $4,156+917.1% |
| Participant deferral / active EE | $27,091 | $9,614+181.8% | $9,135+196.6% | $6,407+322.8% |
| Admin fee / account holder | $17,752 | $17,308+2.6% | $16,298+8.9% | $12,270+44.7% |