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 | $1,370,958 | $210,648+550.8% | $177,989+670.2% | $145,922+839.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.71% | 385.86%-373.2pp | 294.48%-281.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $8,000 | $4,565+75.3% | $3,949+102.6% | $4,660+71.7% |
| Participant deferral / active EE | $30,500 | $6,958+338.4% | $6,276+386.0% | $6,688+356.1% |
| Admin fee / account holder | $11,710 | $12,013-2.5% | $10,363+13.0% | $13,397-12.6% |