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 | $1,072,452 | $104,974+921.6% | $95,585+1022.0% | $142,382+653.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.80% | 210.33%-197.5pp | 38.56%-25.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $21,133 | $2,779+660.6% | $2,527+736.4% | $4,299+391.6% |
| Participant deferral / active EE | $26,459 | $4,352+508.0% | $4,023+557.7% | $6,507+306.6% |
| Admin fee / account holder | $9,214 | $6,386+44.3% | $6,127+50.4% | $12,624-27.0% |