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 | $1,002,591 | $183,519+446.3% | $155,509+544.7% | $145,922+587.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.54% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,950 | $5,313-63.3% | $4,672-58.3% | $4,660-58.2% |
| Participant deferral / active EE | $30,500 | $6,462+372.0% | $5,626+442.1% | $6,688+356.1% |
| Admin fee / account holder | $8,673 | $19,313-55.1% | $15,912-45.5% | $13,397-35.3% |