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 | $1,214,740 | $197,591+514.8% | $177,821+583.1% | $158,922+664.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.84% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $26,983 | $6,697+302.9% | $5,918+355.9% | $4,761+466.7% |
| Participant deferral / active EE | $4,271 | $8,405-49.2% | $7,714-44.6% | $5,982-28.6% |
| Admin fee / account holder | $57,596 | $15,399+274.0% | $12,427+363.5% | $11,246+412.2% |