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 | $1,021,617 | $158,398+545.0% | $126,539+707.4% | $142,382+617.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.73% | 593.76%-572.0pp | 425.95%-404.2pp | 217.08%-195.3pp |
| Employer contribution / active EE | $19,388 | $4,650+317.0% | $3,674+427.7% | $4,299+351.0% |
| Participant deferral / active EE | $28,500 | $4,767+497.9% | $4,083+598.1% | $6,507+338.0% |
| Admin fee / account holder | $45,550 | $6,918+558.4% | $6,065+651.1% | $12,624+260.8% |