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 | $1,407,455 | $159,602+781.9% | $150,045+838.0% | $142,382+888.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.29% | 70.24%-52.9pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $39,442 | $4,961+695.1% | $4,693+740.4% | $4,299+817.4% |
| Participant deferral / active EE | $27,990 | $8,310+236.8% | $7,997+250.0% | $6,507+330.1% |
| Admin fee / account holder | $45,167 | $14,846+204.2% | $13,435+236.2% | $12,624+257.8% |