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 | $1,327,157 | $162,781+715.3% | $133,956+890.7% | $158,922+735.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.14% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $29,039 | $4,975+483.6% | $3,919+641.0% | $4,761+509.9% |
| Participant deferral / active EE | $23,800 | $5,911+302.6% | $5,048+371.5% | $5,982+297.9% |
| Admin fee / account holder | $15,581 | $11,736+32.8% | $8,927+74.5% | $11,246+38.6% |