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 | $958,898 | $98,240+876.1% | $82,313+1064.9% | $147,584+549.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.23% | 30.85%-17.6pp | 25.88%-12.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $2,021 | $3,192-36.7% | $2,428-16.8% | $4,876-58.6% |
| Participant deferral / active EE | $3,944 | $4,383-10.0% | $3,706+6.4% | $5,439-27.5% |
| Admin fee / account holder | $32,354 | $8,563+277.8% | $5,608+476.9% | $10,885+197.2% |