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 | $1,158,032 | $148,978+677.3% | $200,582+477.3% | $84,808+1265.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 43.55% | 28.16%+15.4pp | 42.33%+1.2pp | 40.90%+2.7pp |
| Employer contribution / active EE | $27,960 | $4,815+480.7% | $6,419+335.6% | $2,631+962.7% |
| Participant deferral / active EE | $21,660 | $7,142+203.3% | $9,331+132.1% | $4,212+414.3% |
| Admin fee / account holder | $1,334 | $13,977-90.5% | $16,305-91.8% | $7,344-81.8% |