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 | $1,617,348 | $172,111+839.7% | $150,298+976.1% | $137,256+1078.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.50% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $19,647 | $4,636+323.8% | $4,154+372.9% | $4,156+372.7% |
| Participant deferral / active EE | $19,417 | $6,166+214.9% | $5,453+256.1% | $6,407+203.1% |
| Admin fee / account holder | $19,270 | $16,471+17.0% | $14,116+36.5% | $12,270+57.0% |