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 | $1,017,874 | $185,822+447.8% | $169,993+498.8% | $139,434+630.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.73% | 60.50%-43.8pp | 53.37%-36.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $13,325 | $7,590+75.6% | $6,785+96.4% | $4,751+180.5% |
| Participant deferral / active EE | $16,291 | $11,622+40.2% | $10,408+56.5% | $6,710+142.8% |
| Admin fee / account holder | $86,790 | $15,381+464.3% | $12,815+577.2% | $11,403+661.1% |