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 | $166,020+666.4% | $164,866+671.7% | $145,959+771.7% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 17.27% | 100.08%-82.8pp | 69.97%-52.7pp | 561.95%-544.7pp |
| Employer contribution / active EE | $3,126 | $5,275-40.7% | $4,343-28.0% | $4,661-32.9% |
| Participant deferral / active EE | $7,593 | $6,961+9.1% | $6,033+25.9% | $6,689+13.5% |
| Admin fee / account holder | $36,599 | $16,644+119.9% | $12,689+188.4% | $13,398+173.2% |