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 | $1,125,957 | $210,408+435.1% | $153,485+633.6% | $145,922+671.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.74% | 13.37%+0.4pp | 15.65%-1.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $13,800 | $6,048+128.2% | $5,039+173.9% | $4,660+196.2% |
| Participant deferral / active EE | $24,000 | $7,975+200.9% | $6,757+255.2% | $6,688+258.9% |
| Admin fee / account holder | $18,168 | $19,419-6.4% | $12,724+42.8% | $13,397+35.6% |