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 | $1,176,566 | $176,662+566.0% | $130,648+800.6% | $152,861+669.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 18.07% | 2692.24%-2674.2pp | 1708.96%-1690.9pp | 345.32%-327.2pp |
| Employer contribution / active EE | $22,852 | $5,742+298.0% | $4,092+458.5% | $4,762+379.9% |
| Participant deferral / active EE | $21,000 | $4,361+381.5% | $3,603+482.9% | $5,850+259.0% |
| Admin fee / account holder | $6,372 | $7,133-10.7% | $5,464+16.6% | $11,596-45.1% |