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 | $1,242,450 | $148,534+736.5% | $135,903+814.2% | $139,434+791.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.14% | 79.19%-60.0pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $12,083 | $5,243+130.5% | $4,856+148.8% | $4,751+154.3% |
| Participant deferral / active EE | $6,563 | $8,100-19.0% | $7,758-15.4% | $6,710-2.2% |
| Admin fee / account holder | $52,315 | $12,400+321.9% | $10,762+386.1% | $11,403+358.8% |