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 | $1,076,449 | $198,466+442.4% | $170,442+531.6% | $147,584+629.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.79% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $36,689 | $6,184+493.3% | $5,433+575.3% | $4,876+652.4% |
| Participant deferral / active EE | $22,658 | $5,629+302.5% | $4,939+358.7% | $5,439+316.6% |
| Admin fee / account holder | $92,774 | $16,852+450.5% | $13,880+568.4% | $10,885+752.3% |