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 | $1,167,854 | $183,519+536.4% | $155,509+651.0% | $145,922+700.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.64% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $32,613 | $5,313+513.9% | $4,672+598.0% | $4,660+599.9% |
| Participant deferral / active EE | $24,252 | $6,462+275.3% | $5,626+331.1% | $6,688+262.6% |
| Admin fee / account holder | $15,720 | $19,313-18.6% | $15,912-1.2% | $13,397+17.3% |