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 | $1,089,163 | $159,602+582.4% | $150,045+625.9% | $142,382+665.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.87% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $20,935 | $4,961+322.0% | $4,693+346.1% | $4,299+387.0% |
| Participant deferral / active EE | $19,570 | $8,310+135.5% | $7,997+144.7% | $6,507+200.7% |
| Admin fee / account holder | $15,838 | $14,846+6.7% | $13,435+17.9% | $12,624+25.5% |