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 | $1,250,225 | $232,540+437.6% | $185,117+575.4% | $147,584+747.1% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 20.65% | 43.03%-22.4pp | 40.50%-19.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,981 | $5,195-61.9% | $4,182-52.6% | $4,876-59.4% |
| Participant deferral / active EE | $5,137 | $5,834-11.9% | $5,045+1.8% | $5,439-5.6% |
| Admin fee / account holder | $89,416 | $10,275+770.2% | $8,159+995.9% | $10,885+721.4% |