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 | $1,747,684 | $217,402+703.9% | $185,823+840.5% | $167,490+943.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.50% | 148.36%-127.9pp | 122.05%-101.6pp | 478.56%-458.1pp |
| Employer contribution / active EE | $24,536 | $5,873+317.8% | $5,167+374.8% | $4,837+407.2% |
| Participant deferral / active EE | $21,340 | $6,356+235.7% | $5,568+283.3% | $6,341+236.5% |
| Admin fee / account holder | $56,773 | $19,811+186.6% | $16,237+249.6% | $12,309+361.2% |