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 | $1,112,347 | $183,519+506.1% | $155,509+615.3% | $145,922+662.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.89% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,531 | $5,313-71.2% | $4,672-67.2% | $4,660-67.1% |
| Participant deferral / active EE | $2,551 | $6,462-60.5% | $5,626-54.7% | $6,688-61.9% |
| Admin fee / account holder | $8,571 | $19,313-55.6% | $15,912-46.1% | $13,397-36.0% |