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 | $1,336,597 | $183,519+628.3% | $155,509+759.5% | $145,922+816.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 23.49% | 61.17%-37.7pp | 64.67%-41.2pp | 561.29%-537.8pp |
| Employer contribution / active EE | $32,001 | $5,313+502.3% | $4,672+584.9% | $4,660+586.8% |
| Participant deferral / active EE | $18,896 | $6,462+192.4% | $5,626+235.9% | $6,688+182.5% |
| Admin fee / account holder | $29,472 | $19,313+52.6% | $15,912+85.2% | $13,397+120.0% |