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 | $1,318,305 | $185,822+609.4% | $169,993+675.5% | $139,434+845.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.54% | 60.50%-37.0pp | 53.37%-29.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $20,085 | $7,590+164.6% | $6,785+196.0% | $4,751+322.8% |
| Participant deferral / active EE | $10,253 | $11,622-11.8% | $10,408-1.5% | $6,710+52.8% |
| Admin fee / account holder | $23,665 | $15,381+53.9% | $12,815+84.7% | $11,403+107.5% |