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 | $1,250,507 | $217,402+475.2% | $185,823+573.0% | $167,490+646.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 43.06% | 148.36%-105.3pp | 122.05%-79.0pp | 478.56%-435.5pp |
| Employer contribution / active EE | $43,838 | $5,873+646.4% | $5,167+748.4% | $4,837+806.2% |
| Participant deferral / active EE | $7,326 | $6,356+15.3% | $5,568+31.6% | $6,341+15.5% |
| Admin fee / account holder | $61,635 | $19,811+211.1% | $16,237+279.6% | $12,309+400.7% |