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 | $1,150,129 | $93,024+1136.4% | $77,024+1393.2% | $134,475+755.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.41% | 62.60%-75.0pp | 42.32%-54.7pp | 417.96%-430.4pp |
| Employer contribution / active EE | $28,163 | $3,418+724.0% | $2,812+901.4% | $4,740+494.2% |
| Participant deferral / active EE | $24,422 | $5,238+366.3% | $4,426+451.7% | $6,400+281.6% |
| Admin fee / account holder | $11,694 | $6,944+68.4% | $5,425+115.5% | $11,426+2.3% |