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 8-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 | $1,101,767 | $183,519+500.4% | $155,509+608.5% | $145,922+655.0% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 13.44% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $34,971 | $5,313+558.2% | $4,672+648.5% | $4,660+650.5% |
| Participant deferral / active EE | $20,826 | $6,462+222.3% | $5,626+270.2% | $6,688+211.4% |
| Admin fee / account holder | $119,768 | $19,313+520.1% | $15,912+652.7% | $13,397+794.0% |