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 | $1,087,677 | $228,332+376.4% | $185,823+485.3% | $158,922+584.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 54.77% | 40.80%+14.0pp | 35.95%+18.8pp | 302.83%-248.1pp |
| Employer contribution / active EE | $21,996 | $4,967+342.9% | $4,087+438.1% | $4,761+362.0% |
| Participant deferral / active EE | $6,471 | $6,415+0.9% | $5,632+14.9% | $5,982+8.2% |
| Admin fee / account holder | $3,609 | $11,864-69.6% | $9,500-62.0% | $11,246-67.9% |