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 | $1,002,538 | $159,602+528.1% | $150,045+568.2% | $142,382+604.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.21% | 70.24%-48.0pp | 62.55%-40.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $12,569 | $4,961+153.4% | $4,693+167.8% | $4,299+192.4% |
| Participant deferral / active EE | $16,013 | $8,310+92.7% | $7,997+100.2% | $6,507+146.1% |
| Admin fee / account holder | $19,724 | $14,846+32.9% | $13,435+46.8% | $12,624+56.2% |