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 | $1,281,265 | $183,519+598.2% | $155,509+723.9% | $145,922+778.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.37% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,773 | $5,313-10.2% | $4,672+2.1% | $4,660+2.4% |
| Participant deferral / active EE | $28,682 | $6,462+343.8% | $5,626+409.8% | $6,688+328.9% |
| Admin fee / account holder | $16,376 | $19,313-15.2% | $15,912+2.9% | $13,397+22.2% |