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 | $1,216,699 | $177,572+585.2% | $154,803+686.0% | $142,382+754.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.64% | 65.07%-31.4pp | 58.88%-25.2pp | 217.08%-183.4pp |
| Employer contribution / active EE | $5,118 | $4,810+6.4% | $4,305+18.9% | $4,299+19.0% |
| Participant deferral / active EE | $8,106 | $6,272+29.3% | $5,540+46.3% | $6,507+24.6% |
| Admin fee / account holder | $382,296 | $16,786+2177.5% | $14,329+2568.0% | $12,624+2928.4% |