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 | $210,648+403.1% | $177,989+495.4% | $145,922+626.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.22% | 385.86%-372.6pp | 294.48%-281.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $17,100 | $4,565+274.6% | $3,949+333.1% | $4,660+267.0% |
| Participant deferral / active EE | $59,400 | $6,958+753.7% | $6,276+846.5% | $6,688+788.2% |
| Admin fee / account holder | $15,827 | $12,013+31.8% | $10,363+52.7% | $13,397+18.1% |