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 | $1,062,016 | $183,519+478.7% | $155,509+582.9% | $145,922+627.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $19,795 | $5,313+272.6% | $4,672+323.7% | $4,660+324.8% |
| Participant deferral / active EE | $21,633 | $6,462+234.8% | $5,626+284.5% | $6,688+223.5% |
| Admin fee / account holder | $40,227 | $19,313+108.3% | $15,912+152.8% | $13,397+200.3% |