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 | $1,154,274 | $197,591+484.2% | $177,821+549.1% | $158,922+626.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.98% | 58.76%-38.8pp | 48.32%-28.3pp | 302.83%-282.8pp |
| Employer contribution / active EE | $25,806 | $6,697+285.3% | $5,918+336.0% | $4,761+442.0% |
| Participant deferral / active EE | $12,614 | $8,405+50.1% | $7,714+63.5% | $5,982+110.9% |
| Admin fee / account holder | $2,179 | $15,399-85.8% | $12,427-82.5% | $11,246-80.6% |