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 | $214,378+448.2% | $200,582+485.9% | $142,382+725.3% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 17.87% | 46.41%-28.5pp | 42.33%-24.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $41,029 | $6,841+499.7% | $6,419+539.2% | $4,299+854.4% |
| Participant deferral / active EE | $22,941 | $9,865+132.6% | $9,331+145.9% | $6,507+252.6% |
| Admin fee / account holder | $12,931 | $17,692-26.9% | $16,305-20.7% | $12,624+2.4% |