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 | $1,157,276 | $183,519+530.6% | $155,509+644.2% | $145,922+693.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.89% | 61.17%-49.3pp | 64.67%-52.8pp | 561.29%-549.4pp |
| Employer contribution / active EE | $55,660 | $5,313+947.7% | $4,672+1091.2% | $4,660+1094.5% |
| Participant deferral / active EE | $24,318 | $6,462+276.3% | $5,626+332.2% | $6,688+263.6% |
| Admin fee / account holder | $881,792 | $19,313+4465.8% | $15,912+5441.7% | $13,397+6482.0% |