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 | $1,321,196 | $177,572+644.0% | $154,803+753.5% | $142,382+827.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.75% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,586 | $4,810-25.5% | $4,305-16.7% | $4,299-16.6% |
| Participant deferral / active EE | $17,847 | $6,272+184.6% | $5,540+222.1% | $6,507+174.3% |
| Admin fee / account holder | $95,968 | $16,786+471.7% | $14,329+569.7% | $12,624+660.2% |