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 | $1,004,664 | $209,411+379.8% | $178,490+462.9% | $158,922+532.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.32% | 188.75%-167.4pp | 151.07%-129.8pp | 302.83%-281.5pp |
| Employer contribution / active EE | $37,769 | $5,706+561.9% | $5,011+653.8% | $4,761+693.3% |
| Participant deferral / active EE | $24,700 | $5,954+314.8% | $5,202+374.9% | $5,982+312.9% |
| Admin fee / account holder | $23,918 | $17,074+40.1% | $13,984+71.0% | $11,246+112.7% |