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 | $1,033,624 | $114,047+806.3% | $96,139+975.1% | $167,490+517.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 18.05% | 189.88%-171.8pp | 191.94%-173.9pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,563 | $3,427-54.4% | $2,797-44.1% | $4,837-67.7% |
| Participant deferral / active EE | $13,514 | $5,194+160.2% | $4,349+210.7% | $6,341+113.1% |
| Admin fee / account holder | $6,849 | $6,897-0.7% | $5,537+23.7% | $12,309-44.4% |