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 | $1,482,133 | $226,064+555.6% | $182,532+712.0% | $152,861+869.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.43% | 192.51%-170.1pp | 148.54%-126.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $13,677 | $4,978+174.7% | $4,076+235.5% | $4,762+187.2% |
| Participant deferral / active EE | $10,300 | $6,368+61.8% | $5,524+86.4% | $5,850+76.1% |
| Admin fee / account holder | $11,370 | $10,703+6.2% | $8,592+32.3% | $11,596-2.0% |