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 | $1,176,833 | $168,632+597.9% | $147,614+697.2% | $125,391+838.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.35% | 77.65%-81.0pp | 61.98%-65.3pp | 282.22%-285.6pp |
| Employer contribution / active EE | $53,000 | $6,252+747.7% | $5,564+852.5% | $4,866+989.2% |
| Participant deferral / active EE | $4,000 | $5,507-27.4% | $4,895-18.3% | $5,352-25.3% |
| Admin fee / account holder | $9,512 | $13,580-30.0% | $11,611-18.1% | $9,540-0.3% |