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 9-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 | $1,038,655 | $85,022+1121.6% | $70,515+1373.0% | $139,434+644.9% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 13.84% | 30.38%-16.5pp | 32.77%-18.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $9,996 | $3,909+155.7% | $2,973+236.2% | $4,751+110.4% |
| Participant deferral / active EE | $22,773 | $5,890+286.6% | $4,567+398.7% | $6,710+239.4% |
| Admin fee / account holder | $8,452 | $8,906-5.1% | $6,412+31.8% | $11,403-25.9% |