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 7-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 | $1,118,645 | $108,919+927.0% | $100,391+1014.3% | $145,922+666.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.17% | 57.88%-36.7pp | 49.20%-28.0pp | 561.29%-540.1pp |
| Employer contribution / active EE | $3,059 | $4,419-30.8% | $3,942-22.4% | $4,660-34.4% |
| Participant deferral / active EE | $15,538 | $8,445+84.0% | $8,082+92.3% | $6,688+132.3% |
| Admin fee / account holder | $11,742 | $9,689+21.2% | $7,899+48.7% | $13,397-12.3% |