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 | $2,000,291 | $177,572+1026.5% | $154,803+1192.2% | $142,382+1304.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $26,677 | $4,810+454.6% | $4,305+519.6% | $4,299+520.5% |
| Participant deferral / active EE | $26,600 | $6,272+324.1% | $5,540+380.1% | $6,507+308.8% |
| Admin fee / account holder | $4,642 | $16,786-72.3% | $14,329-67.6% | $12,624-63.2% |