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 | $1,185,823 | $183,519+546.2% | $155,509+662.5% | $145,922+712.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.21% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $31,804 | $5,313+498.6% | $4,672+580.7% | $4,660+582.5% |
| Participant deferral / active EE | $15,000 | $6,462+132.1% | $5,626+166.6% | $6,688+124.3% |
| Admin fee / account holder | $165,378 | $19,313+756.3% | $15,912+939.3% | $13,397+1134.4% |