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 | $1,134,632 | $157,256+621.5% | $141,162+703.8% | $152,861+642.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 56.86% | 64.32%-7.5pp | 71.39%-14.5pp | 345.32%-288.5pp |
| Employer contribution / active EE | $24,583 | $5,261+367.3% | $4,735+419.2% | $4,762+416.2% |
| Participant deferral / active EE | $17,733 | $7,109+149.4% | $6,709+164.3% | $5,850+203.1% |
| Admin fee / account holder | $21,375 | $12,120+76.4% | $10,261+108.3% | $11,596+84.3% |