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 | $1,175,141 | $209,336+461.4% | $197,124+496.1% | $137,256+756.2% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 17.87% | 48.09%-30.2pp | 44.34%-26.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $41,029 | $6,591+522.5% | $6,227+558.8% | $4,156+887.2% |
| Participant deferral / active EE | $22,941 | $9,614+138.6% | $9,135+151.1% | $6,407+258.1% |
| Admin fee / account holder | $12,931 | $17,308-25.3% | $16,298-20.7% | $12,270+5.4% |