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 | $1,010,375 | $99,877+911.6% | $84,966+1089.2% | $145,922+592.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.88% | 83.76%-67.9pp | 66.38%-50.5pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,563 | $3,231-51.6% | $2,727-42.7% | $4,660-66.5% |
| Participant deferral / active EE | $13,827 | $5,291+161.4% | $4,519+206.0% | $6,688+106.8% |
| Admin fee / account holder | $86,482 | $7,248+1093.2% | $6,149+1306.5% | $13,397+545.5% |