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 | $1,710,381 | $175,202+876.2% | $149,673+1042.7% | $139,434+1126.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.31% | 166.71%-150.4pp | 134.42%-118.1pp | 372.94%-356.6pp |
| Employer contribution / active EE | $21,676 | $5,474+296.0% | $4,818+349.9% | $4,751+356.3% |
| Participant deferral / active EE | $18,799 | $6,519+188.4% | $5,680+231.0% | $6,710+180.2% |
| Admin fee / account holder | $6,369 | $16,150-60.6% | $13,210-51.8% | $11,403-44.1% |