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 9-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 | $1,167,000 | $232,540+401.9% | $185,117+530.4% | $147,584+690.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.12% | 43.03%-20.9pp | 40.50%-18.4pp | 578.55%-556.4pp |
| Employer contribution / active EE | $7,500 | $5,195+44.4% | $4,182+79.4% | $4,876+53.8% |
| Participant deferral / active EE | $18,500 | $5,834+217.1% | $5,045+266.7% | $5,439+240.2% |
| Admin fee / account holder | $799 | $10,275-92.2% | $8,159-90.2% | $10,885-92.7% |