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 | $1,239,133 | $133,922+825.3% | $116,228+966.1% | $142,382+770.3% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 15.63% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $20,000 | $3,446+480.5% | $2,994+567.9% | $4,299+365.2% |
| Participant deferral / active EE | $4,563 | $5,672-19.5% | $4,953-7.9% | $6,507-29.9% |
| Admin fee / account holder | $59,730 | $14,945+299.7% | $11,989+398.2% | $12,624+373.2% |