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 | $1,376,696 | $148,978+824.1% | $200,582+586.3% | $84,808+1523.3% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 17.44% | 28.16%-10.7pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $30,147 | $4,815+526.1% | $6,419+369.7% | $2,631+1045.8% |
| Participant deferral / active EE | $19,402 | $7,142+171.7% | $9,331+107.9% | $4,212+360.7% |
| Admin fee / account holder | $79,420 | $13,977+468.2% | $16,305+387.1% | $7,344+981.5% |