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 | $1,903,570 | $214,378+788.0% | $200,582+849.0% | $142,382+1236.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.21% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $12,195 | $6,841+78.3% | $6,419+90.0% | $4,299+183.7% |
| Participant deferral / active EE | $8,000 | $9,865-18.9% | $9,331-14.3% | $6,507+22.9% |
| Admin fee / account holder | $38,973 | $17,692+120.3% | $16,305+139.0% | $12,624+208.7% |