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 | $1,100,149 | $209,411+425.4% | $178,490+516.4% | $158,922+592.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.06% | 188.75%-168.7pp | 151.07%-131.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $29,108 | $5,706+410.1% | $5,011+480.9% | $4,761+511.4% |
| Participant deferral / active EE | $17,887 | $5,954+200.4% | $5,202+243.9% | $5,982+199.0% |
| Admin fee / account holder | $46,573 | $17,074+172.8% | $13,984+233.1% | $11,246+314.1% |