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 | $1,025,877 | $155,788+558.5% | $124,672+722.9% | $167,490+512.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.90% | 17.97%-3.1pp | 5142.93%-5128.0pp | 478.56%-463.7pp |
| Employer contribution / active EE | $24,500 | $4,163+488.5% | $3,324+637.2% | $4,837+406.5% |
| Participant deferral / active EE | $26,000 | $5,673+358.3% | $4,614+463.5% | $6,341+310.0% |
| Admin fee / account holder | $27,264 | $9,531+186.1% | $7,493+263.9% | $12,309+121.5% |