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 | $1,633,718 | $214,378+662.1% | $200,582+714.5% | $142,382+1047.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.14% | 46.41%-31.3pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $24,935 | $6,841+264.5% | $6,419+288.5% | $4,299+480.0% |
| Participant deferral / active EE | $23,596 | $9,865+139.2% | $9,331+152.9% | $6,507+262.6% |
| Admin fee / account holder | $19,893 | $17,692+12.4% | $16,305+22.0% | $12,624+57.6% |