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 | $1,226,193 | $148,534+725.5% | $135,903+802.3% | $139,434+779.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 14.43% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $21,997 | $5,243+319.5% | $4,856+353.0% | $4,751+363.0% |
| Participant deferral / active EE | $23,874 | $8,100+194.7% | $7,758+207.7% | $6,710+255.8% |
| Admin fee / account holder | $53,593 | $12,400+332.2% | $10,762+398.0% | $11,403+370.0% |