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 | $1,429,903 | $177,572+705.3% | $154,803+823.7% | $142,382+904.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.72% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $36,868 | $4,810+666.4% | $4,305+756.3% | $4,299+757.6% |
| Participant deferral / active EE | $25,833 | $6,272+311.9% | $5,540+366.3% | $6,507+297.0% |
| Admin fee / account holder | $217,717 | $16,786+1197.0% | $14,329+1419.4% | $12,624+1624.7% |