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 | $1,019,495 | $114,381+791.3% | $107,525+848.1% | $142,382+616.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.34% | 242.71%-218.4pp | 181.32%-157.0pp | 217.08%-192.7pp |
| Employer contribution / active EE | $19,666 | $4,015+389.9% | $3,754+423.9% | $4,299+357.5% |
| Participant deferral / active EE | $10,871 | $5,564+95.4% | $5,116+112.5% | $6,507+67.1% |
| Admin fee / account holder | $4,665 | $9,860-52.7% | $8,919-47.7% | $12,624-63.0% |