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 | $1,081,960 | $168,632+541.6% | $147,614+633.0% | $125,391+762.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.80% | 77.65%-75.8pp | 61.98%-60.2pp | 282.22%-280.4pp |
| Employer contribution / active EE | $27,349 | $6,252+337.4% | $5,564+391.5% | $4,866+462.0% |
| Participant deferral / active EE | $12,621 | $5,507+129.2% | $4,895+157.8% | $5,352+135.8% |
| Admin fee / account holder | $40,717 | $13,580+199.8% | $11,611+250.7% | $9,540+326.8% |