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 | $1,295,738 | $209,336+519.0% | $197,124+557.3% | $137,256+844.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.47% | 48.09%-32.6pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $23,968 | $6,591+263.7% | $6,227+284.9% | $4,156+476.7% |
| Participant deferral / active EE | $20,403 | $9,614+112.2% | $9,135+123.4% | $6,407+218.5% |
| Admin fee / account holder | $99,785 | $17,308+476.5% | $16,298+512.2% | $12,270+713.2% |