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 | $1,153,853 | $209,411+451.0% | $178,490+546.5% | $158,922+626.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.61% | 188.75%-172.1pp | 151.07%-134.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $28,163 | $5,706+393.5% | $5,011+462.1% | $4,761+491.5% |
| Participant deferral / active EE | $15,547 | $5,954+161.1% | $5,202+198.9% | $5,982+159.9% |
| Admin fee / account holder | $1,457 | $17,074-91.5% | $13,984-89.6% | $11,246-87.0% |