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 | $1,242,345 | $175,202+609.1% | $149,673+730.0% | $139,434+791.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.32% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,565 | $5,474-71.4% | $4,818-67.5% | $4,751-67.1% |
| Participant deferral / active EE | $9,742 | $6,519+49.5% | $5,680+71.5% | $6,710+45.2% |
| Admin fee / account holder | $10,380 | $16,150-35.7% | $13,210-21.4% | $11,403-9.0% |