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 4-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 | $1,490,406 | $177,572+739.3% | $154,803+862.8% | $142,382+946.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.16% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,337 | $4,810-51.4% | $4,305-45.7% | $4,299-45.6% |
| Participant deferral / active EE | $10,587 | $6,272+68.8% | $5,540+91.1% | $6,507+62.7% |
| Admin fee / account holder | $68,354 | $16,786+307.2% | $14,329+377.0% | $12,624+441.5% |