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 | $1,064,706 | $183,519+480.2% | $155,509+584.7% | $145,922+629.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.01% | 61.17%-38.2pp | 64.67%-41.7pp | 561.29%-538.3pp |
| Employer contribution / active EE | $36,786 | $5,313+592.4% | $4,672+687.3% | $4,660+689.5% |
| Participant deferral / active EE | $27,413 | $6,462+324.2% | $5,626+387.2% | $6,688+309.9% |
| Admin fee / account holder | $204,689 | $19,313+959.8% | $15,912+1186.4% | $13,397+1427.9% |