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 | $1,395,093 | $183,519+660.2% | $155,509+797.1% | $145,922+856.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $28,390 | $5,313+434.4% | $4,672+507.6% | $4,660+509.3% |
| Participant deferral / active EE | $23,156 | $6,462+258.3% | $5,626+311.6% | $6,688+246.2% |
| Admin fee / account holder | $251,259 | $19,313+1201.0% | $15,912+1479.1% | $13,397+1775.5% |