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 | $1,283,557 | $148,534+764.1% | $135,903+844.5% | $139,434+820.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.17% | 79.19%-33.0pp | 68.23%-22.1pp | 372.94%-326.8pp |
| Employer contribution / active EE | $15,800 | $5,243+201.4% | $4,856+225.4% | $4,751+232.6% |
| Participant deferral / active EE | $17,876 | $8,100+120.7% | $7,758+130.4% | $6,710+166.4% |
| Admin fee / account holder | $45,191 | $12,400+264.5% | $10,762+319.9% | $11,403+296.3% |