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 | $1,035,256 | $209,411+394.4% | $178,490+480.0% | $158,922+551.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 64.87% | 188.75%-123.9pp | 151.07%-86.2pp | 302.83%-238.0pp |
| Employer contribution / active EE | $21,750 | $5,706+281.2% | $5,011+334.1% | $4,761+356.8% |
| Participant deferral / active EE | $23,800 | $5,954+299.7% | $5,202+357.6% | $5,982+297.9% |
| Admin fee / account holder | $4,090 | $17,074-76.0% | $13,984-70.8% | $11,246-63.6% |