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 | $1,557,561 | $197,591+688.3% | $177,821+775.9% | $158,922+880.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 28.98% | 58.76%-29.8pp | 48.32%-19.3pp | 302.83%-273.8pp |
| Employer contribution / active EE | $3,630 | $6,697-45.8% | $5,918-38.7% | $4,761-23.8% |
| Participant deferral / active EE | $17,557 | $8,405+108.9% | $7,714+127.6% | $5,982+193.5% |
| Admin fee / account holder | $3,271 | $15,399-78.8% | $12,427-73.7% | $11,246-70.9% |