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 | $1,309,141 | $133,922+877.5% | $116,228+1026.4% | $142,382+819.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 16.28% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,163 | $3,446-37.2% | $2,994-27.8% | $4,299-49.7% |
| Participant deferral / active EE | $6,567 | $5,672+15.8% | $4,953+32.6% | $6,507+0.9% |
| Admin fee / account holder | $7,180 | $14,945-52.0% | $11,989-40.1% | $12,624-43.1% |