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 | $1,272,341 | $165,984+666.5% | $164,813+672.0% | $145,922+771.9% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 17.27% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,126 | $5,273-40.7% | $4,341-28.0% | $4,660-32.9% |
| Participant deferral / active EE | $7,593 | $6,959+9.1% | $6,031+25.9% | $6,688+13.5% |
| Admin fee / account holder | $36,599 | $16,648+119.8% | $12,690+188.4% | $13,397+173.2% |