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 | $1,196,447 | $209,411+471.3% | $178,490+570.3% | $158,922+652.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 26.94% | 188.75%-161.8pp | 151.07%-124.1pp | 302.83%-275.9pp |
| Employer contribution / active EE | $37,375 | $5,706+555.0% | $5,011+645.9% | $4,761+685.0% |
| Participant deferral / active EE | $20,311 | $5,954+241.1% | $5,202+290.5% | $5,982+239.5% |
| Admin fee / account holder | $57,619 | $17,074+237.5% | $13,984+312.0% | $11,246+412.4% |