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 | $1,645,097 | $201,272+717.4% | $184,203+793.1% | $145,922+1027.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.30% | 29.00%-0.7pp | 28.81%-0.5pp | 561.29%-533.0pp |
| Employer contribution / active EE | $4,800 | $7,022-31.6% | $6,427-25.3% | $4,660+3.0% |
| Participant deferral / active EE | $10,540 | $9,806+7.5% | $9,131+15.4% | $6,688+57.6% |
| Admin fee / account holder | $107,845 | $16,364+559.0% | $13,901+675.8% | $13,397+705.0% |