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 | $1,852,977 | $217,402+752.3% | $185,823+897.2% | $167,490+1006.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.02% | 148.36%-115.3pp | 122.05%-89.0pp | 478.56%-445.5pp |
| Employer contribution / active EE | $44,549 | $5,873+658.5% | $5,167+762.1% | $4,837+820.9% |
| Participant deferral / active EE | $27,028 | $6,356+325.2% | $5,568+385.4% | $6,341+326.2% |
| Admin fee / account holder | $50,592 | $19,811+155.4% | $16,237+211.6% | $12,309+311.0% |