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 | $1,114,279 | $127,777+772.0% | $106,548+945.8% | $167,490+565.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 29.09% | 33.87%-4.8pp | 26.80%+2.3pp | 478.56%-449.5pp |
| Employer contribution / active EE | $16,487 | $3,427+381.1% | $2,819+484.9% | $4,837+240.8% |
| Participant deferral / active EE | $12,249 | $5,087+140.8% | $4,398+178.5% | $6,341+93.2% |
| Admin fee / account holder | $267,927 | $11,228+2286.2% | $7,407+3517.1% | $12,309+2076.7% |