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 6-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 | $1,059,773 | $210,698+403.0% | $178,014+495.3% | $145,959+626.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.22% | 386.27%-373.1pp | 294.80%-281.6pp | 561.95%-548.7pp |
| Employer contribution / active EE | $17,100 | $4,567+274.4% | $3,950+332.9% | $4,661+266.9% |
| Participant deferral / active EE | $59,400 | $6,958+753.6% | $6,276+846.4% | $6,689+788.1% |
| Admin fee / account holder | $15,827 | $12,016+31.7% | $10,362+52.8% | $13,398+18.1% |