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 | $1,485,782 | $202,318+634.4% | $172,739+760.1% | $152,861+872.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.88% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.4pp |
| Employer contribution / active EE | $30,867 | $5,856+427.1% | $5,143+500.2% | $4,762+548.1% |
| Participant deferral / active EE | $14,750 | $5,948+148.0% | $5,198+183.8% | $5,850+152.1% |
| Admin fee / account holder | $39,746 | $17,109+132.3% | $13,954+184.8% | $11,596+242.7% |