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 | $1,032,394 | $270,399+281.8% | $209,409+393.0% | $357,791+188.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 17.56% | 194.89%-177.3pp | 159.49%-141.9pp | 396.79%-379.2pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $13,428 | $4,606+191.5% | $4,230+217.5% | $5,521+143.2% |
| Admin fee / account holder | $48,241 | $18,969+154.3% | $16,474+192.8% | $28,387+69.9% |