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 | $1,785,532 | $185,200+864.1% | $142,863+1149.8% | $167,490+966.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 21.62% | 8555.70%-8534.1pp | 5637.54%-5615.9pp | 478.56%-456.9pp |
| Employer contribution / active EE | $15,500 | $5,604+176.6% | $4,144+274.1% | $4,837+220.4% |
| Participant deferral / active EE | $6,300 | $4,494+40.2% | $3,837+64.2% | $6,341-0.7% |
| Admin fee / account holder | $31,656 | $8,031+294.2% | $6,560+382.5% | $12,309+157.2% |