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 | $3,418,447 | $270,399+1164.2% | $209,409+1532.4% | $357,791+855.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 14.36% | 194.89%-180.5pp | 159.49%-145.1pp | 396.79%-382.4pp |
| Employer contribution / active EE | $50,000 | $6,982+616.1% | $5,035+893.1% | $7,508+566.0% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $15,779 | $18,969-16.8% | $16,474-4.2% | $28,387-44.4% |