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 | $1,036,641 | $176,056+488.8% | $159,436+550.2% | $167,490+518.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.07% | 331.75%-304.7pp | 263.57%-236.5pp | 478.56%-451.5pp |
| Employer contribution / active EE | $2,365 | $5,297-55.3% | $4,829-51.0% | $4,837-51.1% |
| Participant deferral / active EE | $4,989 | $7,750-35.6% | $7,352-32.1% | $6,341-21.3% |
| Admin fee / account holder | $67,967 | $12,554+441.4% | $10,799+529.4% | $12,309+452.2% |