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 | $1,053,955 | $183,963+472.9% | $162,163+549.9% | $152,861+589.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.23% | 150.76%-132.5pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $15,062 | $6,371+136.4% | $5,614+168.3% | $4,762+216.3% |
| Participant deferral / active EE | $10,626 | $8,034+32.3% | $7,298+45.6% | $5,850+81.6% |
| Admin fee / account holder | $33,780 | $13,121+157.4% | $10,843+211.5% | $11,596+191.3% |