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 | $1,243,218 | $165,335+651.9% | $149,696+730.5% | $158,922+682.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.80% | 348.15%-336.3pp | 276.60%-264.8pp | 302.83%-291.0pp |
| Employer contribution / active EE | $28,456 | $5,103+457.7% | $4,644+512.7% | $4,761+497.7% |
| Participant deferral / active EE | $3,544 | $7,181-50.7% | $6,842-48.2% | $5,982-40.8% |
| Admin fee / account holder | $309,837 | $10,807+2767.1% | $9,309+3228.5% | $11,246+2655.2% |