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 | $1,217,420 | $124,185+880.3% | $108,410+1023.0% | $167,490+626.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.63% | 1379.64%-1357.0pp | 905.27%-882.6pp | 478.56%-455.9pp |
| Employer contribution / active EE | $11,492 | $4,187+174.5% | $3,558+223.0% | $4,837+137.6% |
| Participant deferral / active EE | $12,194 | $6,908+76.5% | $6,563+85.8% | $6,341+92.3% |
| Admin fee / account holder | $5,802 | $9,455-38.6% | $7,295-20.5% | $12,309-52.9% |