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 | $1,204,766 | $118,849+913.7% | $96,562+1147.7% | $167,490+619.3% |
| Participation rate | 93.8% | 75.5%+18.3pp | 69.8%+23.9pp | 82.1%+11.6pp |
| Annual return | 17.01% | 50.49%-33.5pp | 37.78%-20.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,454 | $3,120+10.7% | $2,356+46.6% | $4,837-28.6% |
| Participant deferral / active EE | $8,779 | $4,616+90.2% | $3,849+128.1% | $6,341+38.4% |
| Admin fee / account holder | $120,989 | $8,065+1400.2% | $6,181+1857.5% | $12,309+882.9% |