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 | $1,110,367 | $183,519+505.0% | $155,509+614.0% | $145,922+660.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.71% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $40,597 | $5,313+664.2% | $4,672+768.9% | $4,660+771.3% |
| Participant deferral / active EE | $23,833 | $6,462+268.8% | $5,626+323.6% | $6,688+256.4% |
| Admin fee / account holder | $211,377 | $19,313+994.5% | $15,912+1228.4% | $13,397+1477.8% |