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 9-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 | $1,043,063 | $123,793+742.6% | $177,821+486.6% | $79,858+1206.1% |
| Participation rate | 97.5% | 84.7%+12.8pp | 87.7%+9.8pp | 69.6%+27.9pp |
| Annual return | 63.01% | 22.82%+40.2pp | 48.32%+14.7pp | 31.71%+31.3pp |
| Employer contribution / active EE | $41,012 | $4,095+901.5% | $5,918+593.0% | $2,471+1559.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $20,889 | $7,243+188.4% | $12,427+68.1% | $5,306+293.7% |