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 | $1,403,487 | $183,519+664.8% | $155,509+802.5% | $145,922+861.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 59.66% | 61.17%-1.5pp | 64.67%-5.0pp | 561.29%-501.6pp |
| Employer contribution / active EE | $33,084 | $5,313+522.7% | $4,672+608.1% | $4,660+610.0% |
| Participant deferral / active EE | $16,588 | $6,462+156.7% | $5,626+194.8% | $6,688+148.0% |
| Admin fee / account holder | $170,222 | $19,313+781.4% | $15,912+969.8% | $13,397+1170.6% |