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 | $1,618,019 | $172,111+840.1% | $150,298+976.5% | $137,256+1078.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.49% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $31,750 | $4,636+584.8% | $4,154+664.3% | $4,156+664.0% |
| Participant deferral / active EE | $27,750 | $6,166+350.1% | $5,453+408.9% | $6,407+333.1% |
| Admin fee / account holder | $46,142 | $16,471+180.1% | $14,116+226.9% | $12,270+276.1% |