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 | $1,284,852 | $72,071+1682.7% | $68,368+1779.3% | $137,256+836.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.56% | 353.14%-335.6pp | 292.57%-275.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $31,264 | $2,788+1021.4% | $2,649+1080.2% | $4,156+652.2% |
| Participant deferral / active EE | $10,540 | $4,410+139.0% | $4,123+155.7% | $6,407+64.5% |
| Admin fee / account holder | $934 | $5,336-82.5% | $5,150-81.9% | $12,270-92.4% |