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 | $2,021,704 | $217,402+829.9% | $185,823+988.0% | $167,490+1107.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.31% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $36,133 | $5,873+515.2% | $5,167+599.3% | $4,837+646.9% |
| Participant deferral / active EE | $21,418 | $6,356+236.9% | $5,568+284.7% | $6,341+237.8% |
| Admin fee / account holder | $11,155 | $19,811-43.7% | $16,237-31.3% | $12,309-9.4% |