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 | $1,749,240 | $160,055+992.9% | $140,016+1149.3% | $135,375+1192.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.97% | 911.38%-912.3pp | 651.12%-652.1pp | 519.73%-520.7pp |
| Employer contribution / active EE | $7,025 | $6,420+9.4% | $5,606+25.3% | $4,779+47.0% |
| Participant deferral / active EE | $13,450 | $7,642+76.0% | $6,927+94.2% | $5,609+139.8% |
| Admin fee / account holder | $12,581 | $13,328-5.6% | $10,705+17.5% | $10,827+16.2% |