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 | $1,081,265 | $167,307+546.3% | $143,757+652.1% | $134,475+704.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 12.55% | 0.46%+12.1pp | -0.04%+12.6pp | 417.96%-405.4pp |
| Employer contribution / active EE | $11,899 | $5,619+111.8% | $4,951+140.3% | $4,740+151.1% |
| Participant deferral / active EE | $24,833 | $6,446+285.3% | $5,637+340.5% | $6,400+288.0% |
| Admin fee / account holder | $5,647 | $18,088-68.8% | $14,673-61.5% | $11,426-50.6% |