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 | $1,332,408 | $183,519+626.0% | $155,509+756.8% | $145,922+813.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 61.17%-46.1pp | 64.67%-49.6pp | 561.29%-546.2pp |
| Employer contribution / active EE | $47,770 | $5,313+799.2% | $4,672+922.4% | $4,660+925.2% |
| Participant deferral / active EE | $25,717 | $6,462+297.9% | $5,626+357.1% | $6,688+284.5% |
| Admin fee / account holder | $481,446 | $19,313+2392.9% | $15,912+2925.7% | $13,397+3493.7% |