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 | $1,090,175 | $140,940+673.5% | $112,229+871.4% | $139,434+681.9% |
| Participation rate | 88.9% | 79.2%+9.7pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 15.79% | 32.71%-16.9pp | 30.20%-14.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $20,984 | $4,283+389.9% | $3,430+511.7% | $4,751+341.7% |
| Participant deferral / active EE | $14,457 | $5,874+146.1% | $4,798+201.3% | $6,710+115.4% |
| Admin fee / account holder | $384,121 | $9,954+3758.9% | $7,748+4857.4% | $11,403+3268.7% |