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 | $1,138,502 | $183,519+520.4% | $155,509+632.1% | $145,922+680.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.80% | 61.17%-29.4pp | 64.67%-32.9pp | 561.29%-529.5pp |
| Employer contribution / active EE | $25,518 | $5,313+380.3% | $4,672+446.1% | $4,660+447.6% |
| Participant deferral / active EE | $41,908 | $6,462+548.5% | $5,626+644.9% | $6,688+526.6% |
| Admin fee / account holder | $29,528 | $19,313+52.9% | $15,912+85.6% | $13,397+120.4% |