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 | $1,037,572 | $102,604+911.2% | $86,188+1103.9% | $139,434+644.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.67% | 1922.51%-1911.8pp | 1168.45%-1157.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $5,047 | $3,032+66.4% | $2,380+112.1% | $4,751+6.2% |
| Participant deferral / active EE | $20,000 | $4,676+327.7% | $3,985+401.8% | $6,710+198.0% |
| Admin fee / account holder | $9,501 | $8,657+9.8% | $6,852+38.7% | $11,403-16.7% |