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 | $1,107,557 | $209,411+428.9% | $178,490+520.5% | $158,922+596.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.08% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,322 | $5,706-76.8% | $5,011-73.6% | $4,761-72.2% |
| Participant deferral / active EE | $7,213 | $5,954+21.1% | $5,202+38.7% | $5,982+20.6% |
| Admin fee / account holder | $33,703 | $17,074+97.4% | $13,984+141.0% | $11,246+199.7% |