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 | $1,508,766 | $179,726+739.5% | $156,263+865.5% | $142,382+959.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.96% | 77.86%-52.9pp | 59.47%-34.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $41,773 | $5,069+724.1% | $4,333+864.0% | $4,299+871.7% |
| Participant deferral / active EE | $11,750 | $6,956+68.9% | $6,158+90.8% | $6,507+80.6% |
| Admin fee / account holder | $21,194 | $17,272+22.7% | $14,255+48.7% | $12,624+67.9% |