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 | $1,184,102 | $127,264+830.4% | $109,895+977.5% | $167,490+607.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.68% | 22.97%-5.3pp | 29.45%-11.8pp | 478.56%-460.9pp |
| Employer contribution / active EE | $29,789 | $3,322+796.6% | $2,842+948.0% | $4,837+515.8% |
| Participant deferral / active EE | $1,492 | $4,514-67.0% | $4,048-63.1% | $6,341-76.5% |
| Admin fee / account holder | $71,174 | $7,114+900.5% | $6,066+1073.4% | $12,309+478.2% |