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 | $844,966 | $144,119+486.3% | $117,854+617.0% | $147,584+472.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 9.40% | 531.15%-521.7pp | 335.08%-325.7pp | 578.55%-569.1pp |
| Employer contribution / active EE | $6,435 | $4,896+31.4% | $3,786+70.0% | $4,876+32.0% |
| Participant deferral / active EE | $3,551 | $5,316-33.2% | $4,482-20.8% | $5,439-34.7% |
| Admin fee / account holder | $201,280 | $10,886+1749.0% | $8,020+2409.7% | $10,885+1749.1% |