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 | $1,464,631 | $180,749+710.3% | $160,784+810.9% | $137,256+967.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.37% | 2234.46%-2220.1pp | 1803.92%-1789.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,000 | $4,155+20.3% | $3,733+33.9% | $4,156+20.3% |
| Participant deferral / active EE | $29,125 | $6,844+325.5% | $6,293+362.8% | $6,407+354.6% |
| Admin fee / account holder | $30,112 | $10,397+189.6% | $9,717+209.9% | $12,270+145.4% |