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 8-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 | $1,034,946 | $161,352+541.4% | $134,172+671.4% | $137,256+654.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 9.66% | 28.72%-19.1pp | 25.30%-15.6pp | 220.34%-210.7pp |
| Employer contribution / active EE | $5,407 | $4,099+31.9% | $3,420+58.1% | $4,156+30.1% |
| Participant deferral / active EE | $5,750 | $5,552+3.6% | $4,690+22.6% | $6,407-10.3% |
| Admin fee / account holder | $2,411 | $15,028-84.0% | $12,016-79.9% | $12,270-80.4% |