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 | $1,206,744 | $179,726+571.4% | $156,263+672.3% | $142,382+747.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.62% | 77.86%-65.2pp | 59.47%-46.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,357 | $5,069+5.7% | $4,333+23.6% | $4,299+24.6% |
| Participant deferral / active EE | $13,240 | $6,956+90.3% | $6,158+115.0% | $6,507+103.5% |
| Admin fee / account holder | $116,836 | $17,272+576.4% | $14,255+719.6% | $12,624+825.5% |