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 | $1,026,054 | $138,044+643.3% | $125,339+718.6% | $134,475+663.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.47% | 750.33%-741.9pp | 572.05%-563.6pp | 417.96%-409.5pp |
| Employer contribution / active EE | $16,667 | $5,243+217.9% | $4,814+246.2% | $4,740+251.7% |
| Participant deferral / active EE | $41,600 | $7,799+433.4% | $7,446+458.7% | $6,400+550.0% |
| Admin fee / account holder | $49,759 | $11,571+330.0% | $10,010+397.1% | $11,426+335.5% |