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 | $1,147,730 | $183,519+525.4% | $155,509+638.0% | $145,922+686.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.17% | 61.17%-35.0pp | 64.67%-38.5pp | 561.29%-535.1pp |
| Employer contribution / active EE | $52,470 | $5,313+887.6% | $4,672+1023.0% | $4,660+1026.1% |
| Participant deferral / active EE | $23,515 | $6,462+263.9% | $5,626+318.0% | $6,688+251.6% |
| Admin fee / account holder | $33,336 | $19,313+72.6% | $15,912+109.5% | $13,397+148.8% |