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 | $1,069,974 | $102,966+939.1% | $90,281+1085.2% | $152,861+600.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.73% | 95.16%-75.4pp | 78.10%-58.4pp | 345.32%-325.6pp |
| Employer contribution / active EE | $12,650 | $3,139+303.0% | $2,854+343.2% | $4,762+165.6% |
| Participant deferral / active EE | $7,785 | $4,281+81.8% | $3,885+100.4% | $5,850+33.1% |
| Admin fee / account holder | $10,900 | $6,171+76.6% | $5,351+103.7% | $11,596-6.0% |