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 | $1,318,531 | $185,822+609.6% | $169,993+675.6% | $139,434+845.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.31% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,640 | $7,590-65.2% | $6,785-61.1% | $4,751-44.4% |
| Participant deferral / active EE | $19,453 | $11,622+67.4% | $10,408+86.9% | $6,710+189.9% |
| Admin fee / account holder | $2,549 | $15,381-83.4% | $12,815-80.1% | $11,403-77.6% |