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 | $1,392,814 | $148,534+837.7% | $135,903+924.9% | $139,434+898.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,412 | $5,243-54.0% | $4,856-50.3% | $4,751-49.2% |
| Participant deferral / active EE | $51,750 | $8,100+538.9% | $7,758+567.1% | $6,710+671.2% |
| Admin fee / account holder | $117,761 | $12,400+849.7% | $10,762+994.2% | $11,403+932.8% |