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 | $1,555,699 | $232,540+569.0% | $185,117+740.4% | $147,584+954.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.87% | 43.03%-25.2pp | 40.50%-22.6pp | 578.55%-560.7pp |
| Employer contribution / active EE | $36,000 | $5,195+592.9% | $4,182+760.9% | $4,876+638.3% |
| Participant deferral / active EE | $24,000 | $5,834+311.4% | $5,045+375.7% | $5,439+341.3% |
| Admin fee / account holder | $29,678 | $10,275+188.8% | $8,159+263.7% | $10,885+172.6% |