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 | $1,827,947 | $209,411+772.9% | $178,490+924.1% | $158,922+1050.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.24% | 188.75%-171.5pp | 151.07%-133.8pp | 302.83%-285.6pp |
| Employer contribution / active EE | $30,627 | $5,706+436.7% | $5,011+511.2% | $4,761+543.3% |
| Participant deferral / active EE | $18,324 | $5,954+207.7% | $5,202+252.3% | $5,982+206.3% |
| Admin fee / account holder | $39,984 | $17,074+134.2% | $13,984+185.9% | $11,246+255.6% |