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 | $1,053,607 | $165,335+537.3% | $149,696+603.8% | $158,922+563.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 8.82% | 348.15%-339.3pp | 276.60%-267.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $4,080 | $5,103-20.0% | $4,644-12.1% | $4,761-14.3% |
| Participant deferral / active EE | $10,330 | $7,181+43.8% | $6,842+51.0% | $5,982+72.7% |
| Admin fee / account holder | $111,325 | $10,807+930.2% | $9,309+1095.9% | $11,246+889.9% |