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 | $1,201,949 | $165,984+624.1% | $164,813+629.3% | $145,922+723.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.48% | 100.03%-89.5pp | 69.93%-59.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $23,000 | $5,273+336.2% | $4,341+429.9% | $4,660+393.6% |
| Participant deferral / active EE | $15,250 | $6,959+119.1% | $6,031+152.8% | $6,688+128.0% |
| Admin fee / account holder | $26,889 | $16,648+61.5% | $12,690+111.9% | $13,397+100.7% |