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 | $1,140,090 | $198,466+474.5% | $170,442+568.9% | $147,584+672.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.44% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $28,380 | $6,184+359.0% | $5,433+422.4% | $4,876+482.0% |
| Participant deferral / active EE | $17,415 | $5,629+209.3% | $4,939+252.6% | $5,439+220.2% |
| Admin fee / account holder | $12,683 | $16,852-24.7% | $13,880-8.6% | $10,885+16.5% |