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 | $1,742,649 | $217,402+701.6% | $185,823+837.8% | $167,490+940.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.49% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $21,938 | $5,873+273.5% | $5,167+324.6% | $4,837+353.5% |
| Participant deferral / active EE | $19,564 | $6,356+207.8% | $5,568+251.4% | $6,341+208.5% |
| Admin fee / account holder | $5,602 | $19,811-71.7% | $16,237-65.5% | $12,309-54.5% |