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 | $1,527,169 | $74,888+1939.3% | $71,209+2044.6% | $142,382+972.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.79% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $15,884 | $2,854+456.5% | $2,721+483.8% | $4,299+269.5% |
| Participant deferral / active EE | $20,014 | $4,454+349.3% | $4,175+379.4% | $6,507+207.6% |
| Admin fee / account holder | $19,027 | $5,568+241.7% | $5,349+255.7% | $12,624+50.7% |