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 | $1,012,171 | $100,852+903.6% | $90,404+1019.6% | $158,922+536.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.12% | 1724.20%-1711.1pp | 1293.02%-1279.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $12,734 | $3,689+245.2% | $3,262+290.4% | $4,761+167.5% |
| Participant deferral / active EE | $8,667 | $4,348+99.3% | $3,963+118.7% | $5,982+44.9% |
| Admin fee / account holder | $8,184 | $6,501+25.9% | $5,611+45.9% | $11,246-27.2% |