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 | $1,129,189 | $183,592+515.1% | $155,567+625.9% | $145,959+673.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.69% | 61.24%-41.5pp | 64.74%-45.0pp | 561.95%-542.3pp |
| Employer contribution / active EE | $35,270 | $5,315+563.6% | $4,674+654.6% | $4,661+656.7% |
| Participant deferral / active EE | $21,508 | $6,464+232.7% | $5,628+282.2% | $6,689+221.6% |
| Admin fee / account holder | $32,585 | $19,318+68.7% | $15,916+104.7% | $13,398+143.2% |