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 | $1,111,915 | $110,261+908.4% | $95,745+1061.3% | $139,434+697.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.10% | 27.11%-7.0pp | 28.35%-8.3pp | 372.94%-352.8pp |
| Employer contribution / active EE | $37,117 | $3,257+1039.5% | $2,835+1209.5% | $4,751+681.3% |
| Participant deferral / active EE | $4,400 | $4,676-5.9% | $4,245+3.7% | $6,710-34.4% |
| Admin fee / account holder | $348 | $6,613-94.7% | $5,678-93.9% | $11,403-97.0% |