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 | $1,008,397 | $148,534+578.9% | $135,903+642.0% | $139,434+623.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.30% | 79.19%-54.9pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $28,653 | $5,243+446.5% | $4,856+490.0% | $4,751+503.1% |
| Participant deferral / active EE | $29,900 | $8,100+269.1% | $7,758+285.4% | $6,710+345.6% |
| Admin fee / account holder | $23,394 | $12,400+88.7% | $10,762+117.4% | $11,403+105.2% |