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 | $1,042,306 | $148,534+601.7% | $135,903+666.9% | $139,434+647.5% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 13.16% | 79.19%-66.0pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $10,385 | $5,243+98.1% | $4,856+113.8% | $4,751+118.6% |
| Participant deferral / active EE | $13,152 | $8,100+62.4% | $7,758+69.5% | $6,710+96.0% |
| Admin fee / account holder | $29,475 | $12,400+137.7% | $10,762+173.9% | $11,403+158.5% |