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 | $1,694,726 | $185,822+812.0% | $169,993+896.9% | $139,434+1115.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.22% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,529 | $7,590-40.3% | $6,785-33.2% | $4,751-4.7% |
| Participant deferral / active EE | $11,661 | $11,622+0.3% | $10,408+12.0% | $6,710+73.8% |
| Admin fee / account holder | $197,390 | $15,381+1183.4% | $12,815+1440.3% | $11,403+1631.1% |