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 | $1,564,077 | $150,187+941.4% | $120,354+1199.6% | $145,922+971.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 23.55% | 154.07%-130.5pp | 107.15%-83.6pp | 561.29%-537.7pp |
| Employer contribution / active EE | $2,333 | $4,348-46.3% | $3,463-32.6% | $4,660-49.9% |
| Participant deferral / active EE | $20,333 | $6,173+229.4% | $4,991+307.4% | $6,688+204.0% |
| Admin fee / account holder | $2,333 | $12,207-80.9% | $9,423-75.2% | $13,397-82.6% |