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 | $1,020,831 | $209,411+387.5% | $178,490+471.9% | $158,922+542.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.45% | 188.75%-166.3pp | 151.07%-128.6pp | 302.83%-280.4pp |
| Employer contribution / active EE | $57,000 | $5,706+898.9% | $5,011+1037.6% | $4,761+1097.2% |
| Participant deferral / active EE | $2,167 | $5,954-63.6% | $5,202-58.3% | $5,982-63.8% |
| Admin fee / account holder | $2,282 | $17,074-86.6% | $13,984-83.7% | $11,246-79.7% |