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 | $1,809,097 | $176,056+927.6% | $159,436+1034.7% | $167,490+980.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.96% | 331.75%-321.8pp | 263.57%-253.6pp | 478.56%-468.6pp |
| Employer contribution / active EE | $21,375 | $5,297+303.5% | $4,829+342.6% | $4,837+341.9% |
| Participant deferral / active EE | $13,000 | $7,750+67.7% | $7,352+76.8% | $6,341+105.0% |
| Admin fee / account holder | $63,054 | $12,554+402.3% | $10,799+483.9% | $12,309+412.3% |