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 | $1,277,370 | $177,572+619.4% | $154,803+725.2% | $142,382+797.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.28% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $13,628 | $4,810+183.3% | $4,305+216.5% | $4,299+217.0% |
| Participant deferral / active EE | $16,875 | $6,272+169.1% | $5,540+204.6% | $6,507+159.3% |
| Admin fee / account holder | $13,645 | $16,786-18.7% | $14,329-4.8% | $12,624+8.1% |