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 | $1,055,514 | $183,519+475.2% | $155,509+578.7% | $145,922+623.3% |
| Participation rate | 95.2% | 82.7%+12.6pp | 78.2%+17.1pp | 80.3%+15.0pp |
| Annual return | 11.72% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $24,670 | $5,313+364.4% | $4,672+428.0% | $4,660+429.4% |
| Participant deferral / active EE | $21,926 | $6,462+239.3% | $5,626+289.7% | $6,688+227.9% |
| Admin fee / account holder | $1,219,969 | $19,313+6216.8% | $15,912+7567.0% | $13,397+9006.3% |