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 | $1,094,705 | $209,832+421.7% | $189,513+477.6% | $167,490+553.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.34% | 748.27%-722.9pp | 555.15%-529.8pp | 478.56%-453.2pp |
| Employer contribution / active EE | $31,378 | $6,914+353.8% | $6,162+409.3% | $4,837+548.6% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $329 | $14,293-97.7% | $12,045-97.3% | $12,309-97.3% |