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 | $1,499,385 | $177,572+744.4% | $154,803+868.6% | $142,382+953.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.58% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $36,029 | $4,810+649.0% | $4,305+736.8% | $4,299+738.1% |
| Participant deferral / active EE | $25,455 | $6,272+305.9% | $5,540+359.4% | $6,507+291.2% |
| Admin fee / account holder | $63,720 | $16,786+279.6% | $14,329+344.7% | $12,624+404.8% |