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 | $1,029,714 | $148,978+591.2% | $200,582+413.4% | $84,808+1114.2% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 13.41% | 28.16%-14.8pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $28,741 | $4,815+496.9% | $6,419+347.8% | $2,631+992.4% |
| Participant deferral / active EE | $12,207 | $7,142+70.9% | $9,331+30.8% | $4,212+189.9% |
| Admin fee / account holder | $23,979 | $13,977+71.6% | $16,305+47.1% | $7,344+226.5% |