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 | $1,200,930 | $165,984+623.5% | $164,813+628.7% | $145,922+723.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.41% | 100.03%-85.6pp | 69.93%-55.5pp | 561.29%-546.9pp |
| Employer contribution / active EE | $49,362 | $5,273+836.1% | $4,341+1037.1% | $4,660+959.4% |
| Participant deferral / active EE | $30,500 | $6,959+338.3% | $6,031+405.7% | $6,688+356.1% |
| Admin fee / account holder | $49,557 | $16,648+197.7% | $12,690+290.5% | $13,397+269.9% |