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 | $1,140,810 | $214,378+432.1% | $200,582+468.7% | $142,382+701.2% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 14.14% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $20,696 | $6,841+202.5% | $6,419+222.4% | $4,299+381.4% |
| Participant deferral / active EE | $23,225 | $9,865+135.4% | $9,331+148.9% | $6,507+256.9% |
| Admin fee / account holder | $13,606 | $17,692-23.1% | $16,305-16.6% | $12,624+7.8% |