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 | $1,423,353 | $179,726+692.0% | $156,263+810.9% | $142,382+899.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 10.89% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $19,750 | $5,069+289.6% | $4,333+355.8% | $4,299+359.4% |
| Participant deferral / active EE | $13,637 | $6,956+96.0% | $6,158+121.4% | $6,507+109.6% |
| Admin fee / account holder | $4,896 | $17,272-71.7% | $14,255-65.7% | $12,624-61.2% |