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 | $1,904,410 | $217,402+776.0% | $185,823+924.9% | $167,490+1037.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.65% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $28,386 | $5,873+383.3% | $5,167+449.3% | $4,837+486.8% |
| Participant deferral / active EE | $15,593 | $6,356+145.3% | $5,568+180.1% | $6,341+145.9% |
| Admin fee / account holder | $24,969 | $19,811+26.0% | $16,237+53.8% | $12,309+102.8% |