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 | $1,059,383 | $175,202+504.7% | $149,673+607.8% | $139,434+659.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.46% | 166.71%-150.2pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $31,262 | $5,474+471.1% | $4,818+548.9% | $4,751+558.0% |
| Participant deferral / active EE | $28,333 | $6,519+334.6% | $5,680+398.8% | $6,710+322.2% |
| Admin fee / account holder | $140,854 | $16,150+772.2% | $13,210+966.3% | $11,403+1135.3% |