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 | $1,743,983 | $198,466+778.7% | $170,442+923.2% | $147,584+1081.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.74% | 257.29%-242.6pp | 205.93%-191.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $29,713 | $6,184+380.5% | $5,433+446.9% | $4,876+509.3% |
| Participant deferral / active EE | $13,657 | $5,629+142.6% | $4,939+176.5% | $5,439+151.1% |
| Admin fee / account holder | $104,133 | $16,852+517.9% | $13,880+650.2% | $10,885+856.6% |