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 | $1,099,460 | $154,228+612.9% | $145,433+656.0% | $137,256+701.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.17% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,324 | $4,804+31.6% | $4,554+38.8% | $4,156+52.2% |
| Participant deferral / active EE | $7,376 | $8,216-10.2% | $7,897-6.6% | $6,407+15.1% |
| Admin fee / account holder | $5,780 | $14,344-59.7% | $13,129-56.0% | $12,270-52.9% |