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 | $1,085,847 | $215,361+404.2% | $171,082+534.7% | $273,961+296.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.93% | 25.14%-22.2pp | 32.56%-29.6pp | 41.45%-38.5pp |
| Employer contribution / active EE | $12,000 | $4,967+141.6% | $4,002+199.9% | $4,869+146.5% |
| Participant deferral / active EE | $23,700 | $5,543+327.5% | $4,797+394.0% | $5,287+348.3% |
| Admin fee / account holder | $4,592 | $10,846-57.7% | $8,520-46.1% | $10,132-54.7% |