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 | $1,260,327 | $177,572+609.8% | $154,803+714.1% | $142,382+785.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.63% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $32,649 | $4,810+578.7% | $4,305+658.3% | $4,299+659.4% |
| Participant deferral / active EE | $25,440 | $6,272+305.6% | $5,540+359.2% | $6,507+291.0% |
| Admin fee / account holder | $815 | $16,786-95.1% | $14,329-94.3% | $12,624-93.5% |