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 | $2,011,426 | $217,402+825.2% | $185,823+982.4% | $167,490+1100.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 29.89% | 148.36%-118.5pp | 122.05%-92.2pp | 478.56%-448.7pp |
| Employer contribution / active EE | $4,718 | $5,873-19.7% | $5,167-8.7% | $4,837-2.5% |
| Participant deferral / active EE | $9,429 | $6,356+48.3% | $5,568+69.3% | $6,341+48.7% |
| Admin fee / account holder | $77,065 | $19,811+289.0% | $16,237+374.6% | $12,309+526.1% |