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 | $1,138,065 | $106,749+966.1% | $145,433+682.5% | $82,448+1280.3% |
| Participation rate | 97.8% | 75.6%+22.1pp | 82.1%+15.7pp | 68.1%+29.7pp |
| Annual return | 14.54% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $22,736 | $3,444+560.1% | $4,554+399.2% | $2,551+791.3% |
| Participant deferral / active EE | $16,263 | $6,519+149.5% | $7,897+105.9% | $4,139+292.9% |
| Admin fee / account holder | $31,855 | $8,390+279.7% | $13,129+142.6% | $7,234+340.3% |