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 | $1,187,396 | $177,572+568.7% | $154,803+667.0% | $142,382+733.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.49% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $22,111 | $4,810+359.7% | $4,305+413.6% | $4,299+414.3% |
| Participant deferral / active EE | $14,563 | $6,272+132.2% | $5,540+162.8% | $6,507+123.8% |
| Admin fee / account holder | $254,769 | $16,786+1417.8% | $14,329+1678.0% | $12,624+1918.2% |