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 | $1,264,079 | $157,256+703.8% | $141,162+795.5% | $152,861+726.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.01% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $26,295 | $5,261+399.8% | $4,735+455.3% | $4,762+452.1% |
| Participant deferral / active EE | $11,631 | $7,109+63.6% | $6,709+73.4% | $5,850+98.8% |
| Admin fee / account holder | $20,304 | $12,120+67.5% | $10,261+97.9% | $11,596+75.1% |