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 | $1,874,272 | $175,202+969.8% | $149,673+1152.2% | $139,434+1244.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 41.00% | 166.71%-125.7pp | 134.42%-93.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $2,114 | $5,474-61.4% | $4,818-56.1% | $4,751-55.5% |
| Participant deferral / active EE | $7,819 | $6,519+19.9% | $5,680+37.7% | $6,710+16.5% |
| Admin fee / account holder | $64,840 | $16,150+301.5% | $13,210+390.9% | $11,403+468.7% |