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 | $693,482 | $98,750+602.3% | $149,696+363.3% | $79,858+768.4% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 13.92% | 27.43%-13.5pp | 276.60%-262.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $2,931 | $3,216-8.9% | $4,644-36.9% | $2,471+18.6% |
| Participant deferral / active EE | $10,270 | $5,680+80.8% | $6,842+50.1% | $3,740+174.6% |
| Admin fee / account holder | $105,538 | $6,053+1643.7% | $9,309+1033.8% | $5,306+1888.9% |