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 | $1,260,007 | $102,616+1127.9% | $81,983+1436.9% | $158,922+692.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 8.66% | 61.04%-52.4pp | 41.31%-32.7pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,541 | $3,240+9.3% | $2,498+41.8% | $4,761-25.6% |
| Participant deferral / active EE | $3,781 | $4,648-18.7% | $3,722+1.6% | $5,982-36.8% |
| Admin fee / account holder | $14,309 | $8,235+73.8% | $5,664+152.6% | $11,246+27.2% |