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 | $885,655 | $74,888+1082.6% | $71,209+1143.7% | $142,382+522.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.49% | 345.14%-330.7pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,030 | $2,854+181.3% | $2,721+195.1% | $4,299+86.8% |
| Participant deferral / active EE | $25,587 | $4,454+474.4% | $4,175+512.8% | $6,507+293.2% |
| Admin fee / account holder | $51,780 | $5,568+829.9% | $5,349+868.1% | $12,624+310.2% |