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 | $1,682,721 | $177,572+847.6% | $154,803+987.0% | $142,382+1081.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.91% | 65.07%-34.2pp | 58.88%-28.0pp | 217.08%-186.2pp |
| Employer contribution / active EE | $32,913 | $4,810+584.2% | $4,305+664.4% | $4,299+665.6% |
| Participant deferral / active EE | $26,447 | $6,272+321.7% | $5,540+377.3% | $6,507+306.4% |
| Admin fee / account holder | $29,715 | $16,786+77.0% | $14,329+107.4% | $12,624+135.4% |