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 | $1,714,276 | $217,402+688.5% | $185,823+822.5% | $167,490+923.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.62% | 148.36%-123.7pp | 122.05%-97.4pp | 478.56%-453.9pp |
| Employer contribution / active EE | $36,699 | $5,873+524.9% | $5,167+610.2% | $4,837+658.6% |
| Participant deferral / active EE | $20,875 | $6,356+228.4% | $5,568+274.9% | $6,341+229.2% |
| Admin fee / account holder | $33,040 | $19,811+66.8% | $16,237+103.5% | $12,309+168.4% |