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 | $1,571,742 | $197,825+694.5% | $155,790+908.9% | $125,391+1153.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.23% | 86.74%-86.5pp | 71.54%-71.3pp | 282.22%-282.0pp |
| Employer contribution / active EE | $23,403 | $4,847+382.8% | $3,836+510.1% | $4,866+380.9% |
| Participant deferral / active EE | $4,789 | $5,630-14.9% | $4,797-0.2% | $5,352-10.5% |
| Admin fee / account holder | $87,417 | $9,545+815.9% | $7,478+1069.0% | $9,540+816.3% |