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 | $1,134,550 | $177,572+538.9% | $154,803+632.9% | $142,382+696.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.69% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $45,654 | $4,810+849.1% | $4,305+960.4% | $4,299+961.9% |
| Participant deferral / active EE | $29,192 | $6,272+365.5% | $5,540+426.9% | $6,507+348.6% |
| Admin fee / account holder | $7,199 | $16,786-57.1% | $14,329-49.8% | $12,624-43.0% |