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 | $1,027,299 | $181,894+464.8% | $156,549+556.2% | $273,961+275.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 63.35% | 30.74%+32.6pp | 32.23%+31.1pp | 41.45%+21.9pp |
| Employer contribution / active EE | $27,332 | $6,248+337.4% | $5,501+396.8% | $4,869+461.4% |
| Participant deferral / active EE | $16,500 | $5,550+197.3% | $4,871+238.7% | $5,287+212.1% |
| Admin fee / account holder | $2,097 | $15,559-86.5% | $13,027-83.9% | $10,132-79.3% |