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 | $1,117,056 | $102,966+984.9% | $90,281+1137.3% | $152,861+630.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.30% | 95.16%-71.9pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $15,225 | $3,139+385.1% | $2,854+433.4% | $4,762+219.7% |
| Participant deferral / active EE | $8,333 | $4,281+94.6% | $3,885+114.5% | $5,850+42.4% |
| Admin fee / account holder | $548,563 | $6,171+8789.9% | $5,351+10151.2% | $11,596+4630.4% |