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 | $1,528,079 | $177,572+760.5% | $154,803+887.1% | $142,382+973.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.71% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $13,015 | $4,810+170.5% | $4,305+202.3% | $4,299+202.7% |
| Participant deferral / active EE | $7,417 | $6,272+18.3% | $5,540+33.9% | $6,507+14.0% |
| Admin fee / account holder | $2,241 | $16,786-86.6% | $14,329-84.4% | $12,624-82.2% |