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 | $1,352,932 | $214,378+531.1% | $200,582+574.5% | $142,382+850.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.09% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,456 | $6,841-49.5% | $6,419-46.2% | $4,299-19.6% |
| Participant deferral / active EE | $16,060 | $9,865+62.8% | $9,331+72.1% | $6,507+146.8% |
| Admin fee / account holder | $5,838 | $17,692-67.0% | $16,305-64.2% | $12,624-53.8% |