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 | $1,261,437 | $209,411+502.4% | $178,490+606.7% | $158,922+693.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.33% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $57,548 | $5,706+908.5% | $5,011+1048.5% | $4,761+1108.7% |
| Participant deferral / active EE | $4,192 | $5,954-29.6% | $5,202-19.4% | $5,982-29.9% |
| Admin fee / account holder | $7,422 | $17,074-56.5% | $13,984-46.9% | $11,246-34.0% |