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 | $1,432,914 | $198,466+622.0% | $170,442+740.7% | $147,584+870.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 45.77% | 257.29%-211.5pp | 205.93%-160.2pp | 578.55%-532.8pp |
| Employer contribution / active EE | $21,463 | $6,184+247.1% | $5,433+295.1% | $4,876+340.1% |
| Participant deferral / active EE | $10,073 | $5,629+78.9% | $4,939+103.9% | $5,439+85.2% |
| Admin fee / account holder | $114,538 | $16,852+579.7% | $13,880+725.2% | $10,885+952.2% |