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 | $611,153 | $101,618+501.4% | $93,063+556.7% | $137,256+345.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 15.35% | 223.95%-208.6pp | 34.15%-18.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,159 | $2,707+16.7% | $2,476+27.6% | $4,156-24.0% |
| Participant deferral / active EE | $11,736 | $4,279+174.3% | $3,958+196.5% | $6,407+83.2% |
| Admin fee / account holder | $157,671 | $6,198+2443.7% | $6,033+2513.4% | $12,270+1185.0% |