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 | $1,287,234 | $121,625+958.4% | $104,607+1130.5% | $158,922+710.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.13% | 465.26%-453.1pp | 340.46%-328.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $34,242 | $3,163+982.6% | $2,681+1177.4% | $4,761+619.2% |
| Participant deferral / active EE | $4,000 | $4,177-4.2% | $3,740+7.0% | $5,982-33.1% |
| Admin fee / account holder | $8,344 | $7,787+7.2% | $6,473+28.9% | $11,246-25.8% |