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 | $1,215,478 | $157,256+672.9% | $141,162+761.1% | $152,861+695.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 27.93% | 64.32%-36.4pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $10,609 | $5,261+101.7% | $4,735+124.0% | $4,762+122.8% |
| Participant deferral / active EE | $13,471 | $7,109+89.5% | $6,709+100.8% | $5,850+130.3% |
| Admin fee / account holder | $34,583 | $12,120+185.3% | $10,261+237.0% | $11,596+198.2% |