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 | $1,047,283 | $117,983+787.7% | $101,794+928.8% | $142,382+635.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.09% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $13,400 | $2,773+383.3% | $2,289+485.4% | $4,299+211.7% |
| Participant deferral / active EE | $14,602 | $4,714+209.8% | $4,084+257.5% | $6,507+124.4% |
| Admin fee / account holder | $5,658 | $10,433-45.8% | $8,777-35.5% | $12,624-55.2% |