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 | $1,588,433 | $209,411+658.5% | $178,490+789.9% | $158,922+899.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.98% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $3,307 | $5,706-42.1% | $5,011-34.0% | $4,761-30.6% |
| Participant deferral / active EE | $15,634 | $5,954+162.6% | $5,202+200.6% | $5,982+161.3% |
| Admin fee / account holder | $30,257 | $17,074+77.2% | $13,984+116.4% | $11,246+169.1% |