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 | $1,406,898 | $183,519+666.6% | $155,509+804.7% | $145,922+864.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 24.84% | 61.17%-36.3pp | 64.67%-39.8pp | 561.29%-536.4pp |
| Employer contribution / active EE | $14,745 | $5,313+177.6% | $4,672+215.6% | $4,660+216.5% |
| Participant deferral / active EE | $9,931 | $6,462+53.7% | $5,626+76.5% | $6,688+48.5% |
| Admin fee / account holder | $32,265 | $19,313+67.1% | $15,912+102.8% | $13,397+140.8% |