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 | $1,162,234 | $159,602+628.2% | $150,045+674.6% | $142,382+716.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.06% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $15,597 | $4,961+214.4% | $4,693+232.3% | $4,299+262.8% |
| Participant deferral / active EE | $33,150 | $8,310+298.9% | $7,997+314.5% | $6,507+409.4% |
| Admin fee / account holder | $4,399 | $14,846-70.4% | $13,435-67.3% | $12,624-65.2% |