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 | $1,133,314 | $183,963+516.1% | $162,163+598.9% | $152,861+641.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.09% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $25,791 | $6,371+304.8% | $5,614+359.4% | $4,762+441.6% |
| Participant deferral / active EE | $5,165 | $8,034-35.7% | $7,298-29.2% | $5,850-11.7% |
| Admin fee / account holder | $55,587 | $13,121+323.6% | $10,843+412.7% | $11,596+379.3% |