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 | $1,110,247 | $148,534+647.5% | $135,903+716.9% | $139,434+696.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.55% | 79.19%-62.6pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $30,265 | $5,243+477.3% | $4,856+523.2% | $4,751+537.1% |
| Participant deferral / active EE | $22,438 | $8,100+177.0% | $7,758+189.2% | $6,710+234.4% |
| Admin fee / account holder | $55,626 | $12,400+348.6% | $10,762+416.9% | $11,403+387.8% |