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 | $1,468,206 | $157,256+833.6% | $141,162+940.1% | $152,861+860.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.61% | 64.32%-43.7pp | 71.39%-50.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $11,001 | $5,261+109.1% | $4,735+132.3% | $4,762+131.0% |
| Participant deferral / active EE | $16,667 | $7,109+134.4% | $6,709+148.4% | $5,850+184.9% |
| Admin fee / account holder | $3,724 | $12,120-69.3% | $10,261-63.7% | $11,596-67.9% |