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 | $1,267,433 | $209,411+505.2% | $178,490+610.1% | $158,922+697.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.40% | 188.75%-174.3pp | 151.07%-136.7pp | 302.83%-288.4pp |
| Employer contribution / active EE | $25,784 | $5,706+351.9% | $5,011+414.6% | $4,761+441.6% |
| Participant deferral / active EE | $14,958 | $5,954+151.2% | $5,202+187.6% | $5,982+150.0% |
| Admin fee / account holder | $7,828 | $17,074-54.2% | $13,984-44.0% | $11,246-30.4% |