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 | $1,674,630 | $157,256+964.9% | $141,162+1086.3% | $152,861+995.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.43% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $8,238 | $5,261+56.6% | $4,735+74.0% | $4,762+73.0% |
| Participant deferral / active EE | $6,279 | $7,109-11.7% | $6,709-6.4% | $5,850+7.3% |
| Admin fee / account holder | $220,949 | $12,120+1723.0% | $10,261+2053.2% | $11,596+1805.3% |