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 | $1,822,459 | $197,591+822.3% | $177,821+924.9% | $158,922+1046.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.94% | 58.76%-46.8pp | 48.32%-36.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $8,768 | $6,697+30.9% | $5,918+48.1% | $4,761+84.1% |
| Participant deferral / active EE | $9,261 | $8,405+10.2% | $7,714+20.1% | $5,982+54.8% |
| Admin fee / account holder | $79,346 | $15,399+415.3% | $12,427+538.5% | $11,246+605.6% |