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 | $1,208,952 | $185,822+550.6% | $169,993+611.2% | $139,434+767.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.63% | 60.50%-40.9pp | 53.37%-33.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $57,612 | $7,590+659.0% | $6,785+749.1% | $4,751+1112.7% |
| Participant deferral / active EE | $4,363 | $11,622-62.5% | $10,408-58.1% | $6,710-35.0% |
| Admin fee / account holder | $1,420 | $15,381-90.8% | $12,815-88.9% | $11,403-87.5% |