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 | $1,137,556 | $176,812+543.4% | $146,665+675.6% | $167,490+579.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.51% | 24.03%-12.5pp | 22.74%-11.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,704 | $5,160-28.2% | $4,136-10.5% | $4,837-23.4% |
| Participant deferral / active EE | $10,290 | $6,440+59.8% | $5,506+86.9% | $6,341+62.3% |
| Admin fee / account holder | $145,211 | $13,259+995.2% | $10,280+1312.6% | $12,309+1079.7% |