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 | $1,486,411 | $183,519+709.9% | $155,509+855.8% | $145,922+918.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.55% | 61.17%-42.6pp | 64.67%-46.1pp | 561.29%-542.7pp |
| Employer contribution / active EE | $43,187 | $5,313+712.9% | $4,672+824.3% | $4,660+826.8% |
| Participant deferral / active EE | $24,185 | $6,462+274.2% | $5,626+329.9% | $6,688+261.6% |
| Admin fee / account holder | $36,490 | $19,313+88.9% | $15,912+129.3% | $13,397+172.4% |