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 | $1,147,725 | $177,572+546.3% | $154,803+641.4% | $142,382+706.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.02% | 65.07%-53.1pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $25,633 | $4,810+432.9% | $4,305+495.4% | $4,299+496.2% |
| Participant deferral / active EE | $39,929 | $6,272+536.7% | $5,540+620.7% | $6,507+513.6% |
| Admin fee / account holder | $837,090 | $16,786+4886.9% | $14,329+5741.9% | $12,624+6531.1% |