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 | $1,068,533 | $148,534+619.4% | $135,903+686.2% | $139,434+666.3% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 17.31% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $16,186 | $5,243+208.7% | $4,856+233.3% | $4,751+240.7% |
| Participant deferral / active EE | $11,326 | $8,100+39.8% | $7,758+46.0% | $6,710+68.8% |
| Admin fee / account holder | $54,328 | $12,400+338.1% | $10,762+404.8% | $11,403+376.5% |