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 | $1,384,211 | $165,335+737.2% | $149,696+824.7% | $158,922+771.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.35% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $43,274 | $5,103+748.0% | $4,644+831.8% | $4,761+808.9% |
| Participant deferral / active EE | $8,572 | $7,181+19.4% | $6,842+25.3% | $5,982+43.3% |
| Admin fee / account holder | $20,944 | $10,807+93.8% | $9,309+125.0% | $11,246+86.2% |