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 | $1,747,689 | $210,648+729.7% | $177,989+881.9% | $145,922+1097.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.86% | 385.86%-368.0pp | 294.48%-276.6pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,607 | $4,565-64.8% | $3,949-59.3% | $4,660-65.5% |
| Participant deferral / active EE | $26,000 | $6,958+273.7% | $6,276+314.3% | $6,688+288.8% |
| Admin fee / account holder | $4,531 | $12,013-62.3% | $10,363-56.3% | $13,397-66.2% |