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 | $1,534,242 | $201,272+662.3% | $184,203+732.9% | $145,922+951.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.79% | 29.00%-6.2pp | 28.81%-6.0pp | 561.29%-538.5pp |
| Employer contribution / active EE | $9,950 | $7,022+41.7% | $6,427+54.8% | $4,660+113.5% |
| Participant deferral / active EE | $25,442 | $9,806+159.5% | $9,131+178.6% | $6,688+280.4% |
| Admin fee / account holder | $18,602 | $16,364+13.7% | $13,901+33.8% | $13,397+38.9% |