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 | $1,240,820 | $181,894+582.2% | $156,549+692.6% | $273,961+352.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.04% | 30.74%-24.7pp | 32.23%-26.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $34,303 | $6,248+449.0% | $5,501+523.6% | $4,869+604.6% |
| Participant deferral / active EE | $16,154 | $5,550+191.1% | $4,871+231.6% | $5,287+205.5% |
| Admin fee / account holder | $24,468 | $15,559+57.3% | $13,027+87.8% | $10,132+141.5% |