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 | $1,021,373 | $138,065+639.8% | $123,544+726.7% | $135,375+654.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 22.08% | 153.68%-131.6pp | 119.20%-97.1pp | 519.73%-497.7pp |
| Employer contribution / active EE | $8,179 | $5,151+58.8% | $4,628+76.7% | $4,779+71.2% |
| Participant deferral / active EE | $5,270 | $6,799-22.5% | $6,426-18.0% | $5,609-6.0% |
| Admin fee / account holder | $85,000 | $10,916+678.7% | $9,284+815.6% | $10,827+685.1% |