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 | $1,152,675 | $111,535+933.5% | $105,223+995.5% | $137,256+739.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.80% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $8,442 | $3,939+114.3% | $3,689+128.9% | $4,156+103.1% |
| Participant deferral / active EE | $11,000 | $5,500+100.0% | $5,072+116.9% | $6,407+71.7% |
| Admin fee / account holder | $7,198 | $9,721-26.0% | $8,859-18.7% | $12,270-41.3% |