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 | $2,354,794 | $217,402+983.2% | $185,823+1167.2% | $167,490+1305.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.18% | 148.36%-128.2pp | 122.05%-101.9pp | 478.56%-458.4pp |
| Employer contribution / active EE | $3,303 | $5,873-43.8% | $5,167-36.1% | $4,837-31.7% |
| Participant deferral / active EE | $6,697 | $6,356+5.4% | $5,568+20.3% | $6,341+5.6% |
| Admin fee / account holder | $3,397 | $19,811-82.9% | $16,237-79.1% | $12,309-72.4% |