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 | $1,227,603 | $227,553+439.5% | $189,557+547.6% | $167,490+632.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 26.34% | 78.40%-52.1pp | 64.17%-37.8pp | 478.56%-452.2pp |
| Employer contribution / active EE | $18,188 | $5,316+242.1% | $4,412+312.2% | $4,837+276.0% |
| Participant deferral / active EE | $15,724 | $7,002+124.6% | $6,174+154.7% | $6,341+148.0% |
| Admin fee / account holder | $173,868 | $11,878+1363.8% | $9,807+1672.9% | $12,309+1312.5% |