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 | $1,690,282 | $177,572+851.9% | $154,803+991.9% | $142,382+1087.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.44% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $24,342 | $4,810+406.0% | $4,305+465.4% | $4,299+466.2% |
| Participant deferral / active EE | $18,151 | $6,272+189.4% | $5,540+227.6% | $6,507+178.9% |
| Admin fee / account holder | $1,088 | $16,786-93.5% | $14,329-92.4% | $12,624-91.4% |