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 | $1,231,274 | $228,332+439.2% | $185,823+562.6% | $158,922+674.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.62% | 40.80%-31.2pp | 35.95%-26.3pp | 302.83%-293.2pp |
| Employer contribution / active EE | $30,342 | $4,967+510.9% | $4,087+642.3% | $4,761+537.3% |
| Participant deferral / active EE | $20,035 | $6,415+212.3% | $5,632+255.7% | $5,982+234.9% |
| Admin fee / account holder | $5,433 | $11,864-54.2% | $9,500-42.8% | $11,246-51.7% |