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 | $1,082,748 | $152,509+610.0% | $117,472+821.7% | $134,475+705.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 8.72% | 52.99%-44.3pp | 29.74%-21.0pp | 417.96%-409.2pp |
| Employer contribution / active EE | $17,725 | $5,571+218.2% | $4,176+324.5% | $4,740+274.0% |
| Participant deferral / active EE | $9,702 | $4,818+101.4% | $4,070+138.4% | $6,400+51.6% |
| Admin fee / account holder | $25,738 | $7,004+267.5% | $5,645+356.0% | $11,426+125.3% |