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 | $1,421,622 | $148,534+857.1% | $135,903+946.1% | $139,434+919.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.13% | 79.19%-51.1pp | 68.23%-40.1pp | 372.94%-344.8pp |
| Employer contribution / active EE | $7,246 | $5,243+38.2% | $4,856+49.2% | $4,751+52.5% |
| Participant deferral / active EE | $19,118 | $8,100+136.0% | $7,758+146.4% | $6,710+184.9% |
| Admin fee / account holder | $7,309 | $12,400-41.1% | $10,762-32.1% | $11,403-35.9% |