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 | $1,086,392 | $162,781+567.4% | $133,956+711.0% | $158,922+583.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.91% | 41.94%-30.0pp | 45.09%-33.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $22,256 | $4,975+347.3% | $3,919+468.0% | $4,761+367.5% |
| Participant deferral / active EE | $20,942 | $5,911+254.3% | $5,048+314.9% | $5,982+250.1% |
| Admin fee / account holder | $11,390 | $11,736-2.9% | $8,927+27.6% | $11,246+1.3% |