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 | $1,428,375 | $209,411+582.1% | $178,490+700.3% | $158,922+798.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.74% | 188.75%-181.0pp | 151.07%-143.3pp | 302.83%-295.1pp |
| Employer contribution / active EE | $23,387 | $5,706+309.8% | $5,011+366.8% | $4,761+391.2% |
| Participant deferral / active EE | $18,051 | $5,954+203.2% | $5,202+247.0% | $5,982+201.7% |
| Admin fee / account holder | $9,605 | $17,074-43.7% | $13,984-31.3% | $11,246-14.6% |