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 | $1,031,643 | $202,318+409.9% | $172,739+497.2% | $152,861+574.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.79% | 1029.65%-1005.9pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $34,155 | $5,856+483.2% | $5,143+564.1% | $4,762+617.2% |
| Participant deferral / active EE | $22,000 | $5,948+269.9% | $5,198+323.3% | $5,850+276.1% |
| Admin fee / account holder | $6,009 | $17,109-64.9% | $13,954-56.9% | $11,596-48.2% |