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 | $1,377,571 | $177,572+675.8% | $154,803+789.9% | $142,382+867.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.96% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $54,589 | $4,810+1034.8% | $4,305+1167.9% | $4,299+1169.8% |
| Participant deferral / active EE | $9,200 | $6,272+46.7% | $5,540+66.1% | $6,507+41.4% |
| Admin fee / account holder | $6,413 | $16,786-61.8% | $14,329-55.2% | $12,624-49.2% |