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 | $1,076,316 | $142,344+656.1% | $119,609+799.9% | $134,475+700.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 19.52% | -12.44%+32.0pp | -14.97%+34.5pp | 417.96%-398.4pp |
| Employer contribution / active EE | $3,550 | $5,222-32.0% | $4,232-16.1% | $4,740-25.1% |
| Participant deferral / active EE | $9,103 | $6,469+40.7% | $5,602+62.5% | $6,400+42.2% |
| Admin fee / account holder | $30,107 | $13,584+121.6% | $10,323+191.6% | $11,426+163.5% |