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 | $1,673,780 | $177,572+842.6% | $154,803+981.2% | $142,382+1075.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.99% | 65.07%-32.1pp | 58.88%-25.9pp | 217.08%-184.1pp |
| Employer contribution / active EE | $30,764 | $4,810+539.5% | $4,305+614.5% | $4,299+615.6% |
| Participant deferral / active EE | $15,617 | $6,272+149.0% | $5,540+181.9% | $6,507+140.0% |
| Admin fee / account holder | $881 | $16,786-94.8% | $14,329-93.9% | $12,624-93.0% |