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 | $1,259,192 | $198,466+534.5% | $170,442+638.8% | $147,584+753.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.12% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $13,606 | $6,184+120.0% | $5,433+150.4% | $4,876+179.0% |
| Participant deferral / active EE | $14,000 | $5,629+148.7% | $4,939+183.4% | $5,439+157.4% |
| Admin fee / account holder | $27,470 | $16,852+63.0% | $13,880+97.9% | $10,885+152.4% |