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 | $1,259,598 | $133,958+840.3% | $112,228+1022.4% | $134,475+836.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 48.20% | 47.11%+1.1pp | 27.45%+20.8pp | 417.96%-369.8pp |
| Employer contribution / active EE | $20,924 | $4,038+418.2% | $3,635+475.7% | $4,740+341.5% |
| Participant deferral / active EE | $19,075 | $5,291+260.5% | $4,728+303.4% | $6,400+198.1% |
| Admin fee / account holder | $3,714 | $7,489-50.4% | $6,410-42.1% | $11,426-67.5% |