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 | $1,023,121 | $226,064+352.6% | $182,532+460.5% | $152,861+569.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 28.55% | 192.51%-164.0pp | 148.54%-120.0pp | 345.32%-316.8pp |
| Employer contribution / active EE | $19,786 | $4,978+297.4% | $4,076+385.4% | $4,762+315.5% |
| Participant deferral / active EE | $14,179 | $6,368+122.7% | $5,524+156.7% | $5,850+142.4% |
| Admin fee / account holder | $9,809 | $10,703-8.4% | $8,592+14.2% | $11,596-15.4% |