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 | $1,288,867 | $202,432+536.7% | $169,368+661.0% | $139,434+824.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.11% | 531.74%-513.6pp | 405.60%-387.5pp | 372.94%-354.8pp |
| Employer contribution / active EE | $21,333 | $4,692+354.6% | $4,013+431.6% | $4,751+349.0% |
| Participant deferral / active EE | $27,000 | $6,938+289.2% | $6,221+334.0% | $6,710+302.4% |
| Admin fee / account holder | $35,805 | $10,708+234.4% | $9,003+297.7% | $11,403+214.0% |