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 | $1,016,849 | $238,490+326.4% | $180,183+464.3% | $142,382+614.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 14.91% | 33.56%-18.6pp | 27.86%-12.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,399 | $6,143-12.1% | $5,039+7.2% | $4,299+25.6% |
| Participant deferral / active EE | $11,316 | $7,996+41.5% | $6,822+65.9% | $6,507+73.9% |
| Admin fee / account holder | $10,691 | $28,866-63.0% | $19,975-46.5% | $12,624-15.3% |