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 | $1,388,820 | $183,519+656.8% | $155,509+793.1% | $145,922+851.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.98% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $5,230 | $5,313-1.6% | $4,672+11.9% | $4,660+12.2% |
| Participant deferral / active EE | $13,900 | $6,462+115.1% | $5,626+147.1% | $6,688+107.8% |
| Admin fee / account holder | $1,739 | $19,313-91.0% | $15,912-89.1% | $13,397-87.0% |