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 | $1,123,499 | $126,574+787.6% | $106,213+957.8% | $145,922+669.9% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 19.00% | 224.79%-205.8pp | 116.14%-97.1pp | 561.29%-542.3pp |
| Employer contribution / active EE | $2,389 | $3,730-35.9% | $3,171-24.7% | $4,660-48.7% |
| Participant deferral / active EE | $6,876 | $5,724+20.1% | $5,016+37.1% | $6,688+2.8% |
| Admin fee / account holder | $6,009 | $17,304-65.3% | $11,033-45.5% | $13,397-55.1% |