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 | $1,350,176 | $232,540+480.6% | $185,117+629.4% | $147,584+814.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.72% | 43.03%-21.3pp | 40.50%-18.8pp | 578.55%-556.8pp |
| Employer contribution / active EE | $25,288 | $5,195+386.8% | $4,182+504.7% | $4,876+418.6% |
| Participant deferral / active EE | $12,106 | $5,834+107.5% | $5,045+140.0% | $5,439+122.6% |
| Admin fee / account holder | $40,609 | $10,275+295.2% | $8,159+397.7% | $10,885+273.1% |