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 | $1,066,442 | $127,065+739.3% | $113,168+842.4% | $142,382+649.0% |
| Participation rate | 80.0% | 79.2%+0.8pp | 76.6%+3.4pp | 80.1%-0.1pp |
| Annual return | 13.41% | 24.03%-10.6pp | 24.27%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,500 | $3,442-56.4% | $2,975-49.6% | $4,299-65.1% |
| Participant deferral / active EE | $13,668 | $5,716+139.1% | $5,107+167.6% | $6,507+110.0% |
| Admin fee / account holder | $93,980 | $15,736+497.2% | $12,068+678.8% | $12,624+644.5% |