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 4-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 | $1,075,949 | $210,698+410.7% | $178,014+504.4% | $145,959+637.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.10% | 386.27%-371.2pp | 294.80%-279.7pp | 561.95%-546.8pp |
| Employer contribution / active EE | $8,949 | $4,567+95.9% | $3,950+126.6% | $4,661+92.0% |
| Participant deferral / active EE | $30,500 | $6,958+338.3% | $6,276+385.9% | $6,689+356.0% |
| Admin fee / account holder | $9,978 | $12,016-17.0% | $10,362-3.7% | $13,398-25.5% |