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 | $1,209,888 | $177,572+581.4% | $154,803+681.6% | $142,382+749.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.20% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $23,926 | $4,810+397.4% | $4,305+455.7% | $4,299+456.5% |
| Participant deferral / active EE | $10,733 | $6,272+71.1% | $5,540+93.7% | $6,507+64.9% |
| Admin fee / account holder | $14,165 | $16,786-15.6% | $14,329-1.1% | $12,624+12.2% |