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 | $1,848,155 | $84,696+2082.1% | $75,696+2341.6% | $167,490+1003.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 22.72% | 199.36%-176.6pp | 104.53%-81.8pp | 478.56%-455.8pp |
| Employer contribution / active EE | $474 | $3,230-85.3% | $2,743-82.7% | $4,837-90.2% |
| Participant deferral / active EE | $5,200 | $4,580+13.5% | $3,821+36.1% | $6,341-18.0% |
| Admin fee / account holder | $90,618 | $5,355+1592.2% | $3,619+2403.9% | $12,309+636.2% |