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 | $1,120,048 | $228,332+390.5% | $185,823+502.8% | $158,922+604.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 5.97% | 40.80%-34.8pp | 35.95%-30.0pp | 302.83%-296.9pp |
| Employer contribution / active EE | $905 | $4,967-81.8% | $4,087-77.9% | $4,761-81.0% |
| Participant deferral / active EE | $4,333 | $6,415-32.4% | $5,632-23.1% | $5,982-27.6% |
| Admin fee / account holder | $1,827 | $11,864-84.6% | $9,500-80.8% | $11,246-83.8% |