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 | $1,256,556 | $185,822+576.2% | $169,993+639.2% | $139,434+801.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.38% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $19,252 | $7,590+153.6% | $6,785+183.7% | $4,751+305.2% |
| Participant deferral / active EE | $6,203 | $11,622-46.6% | $10,408-40.4% | $6,710-7.6% |
| Admin fee / account holder | $7,625 | $15,381-50.4% | $12,815-40.5% | $11,403-33.1% |