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 9-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 | $1,385,141 | $165,984+734.5% | $164,813+740.4% | $145,922+849.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 107.60% | 100.03%+7.6pp | 69.93%+37.7pp | 561.29%-453.7pp |
| Employer contribution / active EE | $3,770 | $5,273-28.5% | $4,341-13.1% | $4,660-19.1% |
| Participant deferral / active EE | $8,393 | $6,959+20.6% | $6,031+39.2% | $6,688+25.5% |
| Admin fee / account holder | $2,054 | $16,648-87.7% | $12,690-83.8% | $13,397-84.7% |