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 | $1,076,039 | $138,347+677.8% | $184,203+484.2% | $80,856+1230.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.79% | 20.02%-0.2pp | 28.81%-9.0pp | 35.59%-15.8pp |
| Employer contribution / active EE | $22,504 | $4,850+364.0% | $6,427+250.1% | $2,755+716.9% |
| Participant deferral / active EE | $27,193 | $7,071+284.6% | $9,131+197.8% | $4,296+533.0% |
| Admin fee / account holder | $38,534 | $10,483+267.6% | $13,901+177.2% | $6,918+457.0% |