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 | $1,357,610 | $175,202+674.9% | $149,673+807.1% | $139,434+873.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.12% | 166.71%-136.6pp | 134.42%-104.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $38,052 | $5,474+595.1% | $4,818+689.8% | $4,751+701.0% |
| Participant deferral / active EE | $25,123 | $6,519+285.4% | $5,680+342.3% | $6,710+274.4% |
| Admin fee / account holder | $861,474 | $16,150+5234.1% | $13,210+6421.5% | $11,403+7455.1% |