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 5-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 | $1,284,138 | $201,272+538.0% | $184,203+597.1% | $145,922+780.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.71% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,404 | $7,022-51.5% | $6,427-47.0% | $4,660-26.9% |
| Participant deferral / active EE | $13,650 | $9,806+39.2% | $9,131+49.5% | $6,688+104.1% |
| Admin fee / account holder | $17,750 | $16,364+8.5% | $13,901+27.7% | $13,397+32.5% |