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 | $1,010,933 | $214,378+371.6% | $200,582+404.0% | $142,382+610.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.42% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $32,005 | $6,841+367.8% | $6,419+398.6% | $4,299+644.5% |
| Participant deferral / active EE | $12,322 | $9,865+24.9% | $9,331+32.0% | $6,507+89.4% |
| Admin fee / account holder | $61,904 | $17,692+249.9% | $16,305+279.7% | $12,624+390.4% |