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 | $1,596,799 | $177,572+799.2% | $154,803+931.5% | $142,382+1021.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.06% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $25,416 | $4,810+428.3% | $4,305+490.3% | $4,299+491.2% |
| Participant deferral / active EE | $21,350 | $6,272+240.4% | $5,540+285.3% | $6,507+228.1% |
| Admin fee / account holder | $54,566 | $16,786+225.1% | $14,329+280.8% | $12,624+332.3% |