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 | $1,276,905 | $159,901+698.6% | $146,958+768.9% | $145,922+775.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.98% | 98.13%-80.1pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,441 | $5,286-34.9% | $4,933-30.2% | $4,660-26.1% |
| Participant deferral / active EE | $13,476 | $8,428+59.9% | $8,070+67.0% | $6,688+101.5% |
| Admin fee / account holder | $33,020 | $15,044+119.5% | $12,998+154.0% | $13,397+146.5% |