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 | $1,305,044 | $177,572+634.9% | $154,803+743.0% | $142,382+816.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.04% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $44,203 | $4,810+818.9% | $4,305+926.7% | $4,299+928.2% |
| Participant deferral / active EE | $28,617 | $6,272+356.3% | $5,540+416.5% | $6,507+339.8% |
| Admin fee / account holder | $550,845 | $16,786+3181.6% | $14,329+3744.2% | $12,624+4263.6% |