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 | $1,690,818 | $183,519+821.3% | $155,509+987.3% | $145,922+1058.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.71% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $36,611 | $5,313+589.1% | $4,672+683.6% | $4,660+685.7% |
| Participant deferral / active EE | $23,333 | $6,462+261.1% | $5,626+314.7% | $6,688+248.9% |
| Admin fee / account holder | $8,271 | $19,313-57.2% | $15,912-48.0% | $13,397-38.3% |