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 8-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 | $1,093,109 | $198,466+450.8% | $170,442+541.3% | $147,584+640.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.14% | 257.29%-245.2pp | 205.93%-193.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $27,139 | $6,184+338.9% | $5,433+399.6% | $4,876+456.6% |
| Participant deferral / active EE | $15,740 | $5,629+179.6% | $4,939+218.6% | $5,439+189.4% |
| Admin fee / account holder | $1,165 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |