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 | $1,536,855 | $167,307+818.6% | $143,757+969.1% | $134,475+1042.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 94.21% | 0.46%+93.8pp | -0.04%+94.3pp | 417.96%-323.8pp |
| Employer contribution / active EE | $13,464 | $5,619+139.6% | $4,951+171.9% | $4,740+184.1% |
| Participant deferral / active EE | $24,833 | $6,446+285.3% | $5,637+340.5% | $6,400+288.0% |
| Admin fee / account holder | $9,634 | $18,088-46.7% | $14,673-34.3% | $11,426-15.7% |