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 | $1,576,876 | $190,805+726.4% | $159,960+885.8% | $134,475+1072.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 5.77% | 552.23%-546.5pp | 408.60%-402.8pp | 417.96%-412.2pp |
| Employer contribution / active EE | $14,699 | $4,995+194.3% | $4,226+247.8% | $4,740+210.1% |
| Participant deferral / active EE | $7,800 | $6,923+12.7% | $6,182+26.2% | $6,400+21.9% |
| Admin fee / account holder | $16,663 | $10,471+59.1% | $8,698+91.6% | $11,426+45.8% |