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 | $1,635,983 | $201,259+712.9% | $184,200+788.2% | $145,959+1020.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.38% | 28.98%-15.6pp | 28.80%-15.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $6,285 | $7,018-10.4% | $6,424-2.2% | $4,661+34.9% |
| Participant deferral / active EE | $17,662 | $9,806+80.1% | $9,132+93.4% | $6,689+164.1% |
| Admin fee / account holder | $979 | $16,372-94.0% | $13,907-93.0% | $13,398-92.7% |