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 | $1,007,235 | $144,119+598.9% | $117,854+754.6% | $147,584+582.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.37% | 531.15%-516.8pp | 335.08%-320.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $12,683 | $4,896+159.0% | $3,786+235.0% | $4,876+160.1% |
| Participant deferral / active EE | $11,486 | $5,316+116.1% | $4,482+156.3% | $5,439+111.2% |
| Admin fee / account holder | $18,019 | $10,886+65.5% | $8,020+124.7% | $10,885+65.5% |