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 | $1,566,718 | $210,648+643.8% | $177,989+780.2% | $145,922+973.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.08% | 385.86%-373.8pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,443 | $4,565-24.6% | $3,949-12.8% | $4,660-26.1% |
| Participant deferral / active EE | $3,443 | $6,958-50.5% | $6,276-45.1% | $6,688-48.5% |
| Admin fee / account holder | $185,507 | $12,013+1444.2% | $10,363+1690.0% | $13,397+1284.7% |