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 | $1,012,275 | $115,770+774.4% | $101,248+899.8% | $158,922+537.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.86% | 56.14%-47.3pp | 46.47%-37.6pp | 302.83%-294.0pp |
| Employer contribution / active EE | $25,268 | $4,175+505.3% | $3,660+590.5% | $4,761+430.7% |
| Participant deferral / active EE | $16,672 | $4,957+236.3% | $4,370+281.5% | $5,982+178.7% |
| Admin fee / account holder | $10,889 | $7,245+50.3% | $5,945+83.2% | $11,246-3.2% |