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 | $1,798,526 | $209,832+757.1% | $189,513+849.0% | $167,490+973.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.78% | 748.27%-727.5pp | 555.15%-534.4pp | 478.56%-457.8pp |
| Employer contribution / active EE | $41,583 | $6,914+501.5% | $6,162+574.9% | $4,837+759.6% |
| Participant deferral / active EE | $12,500 | $8,935+39.9% | $8,221+52.0% | $6,341+97.1% |
| Admin fee / account holder | $63,109 | $14,293+341.5% | $12,045+423.9% | $12,309+412.7% |