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 | $1,071,615 | $117,841+809.4% | $102,423+946.3% | $145,922+634.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $24,718 | $3,615+583.8% | $3,023+717.6% | $4,660+430.5% |
| Participant deferral / active EE | $20,775 | $5,731+262.5% | $5,053+311.1% | $6,688+210.6% |
| Admin fee / account holder | $11,345 | $13,326-14.9% | $9,451+20.0% | $13,397-15.3% |