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 | $1,532,871 | $201,272+661.6% | $184,203+732.2% | $145,922+950.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.75% | 29.00%-7.3pp | 28.81%-7.1pp | 561.29%-539.5pp |
| Employer contribution / active EE | $24,849 | $7,022+253.9% | $6,427+286.6% | $4,660+433.3% |
| Participant deferral / active EE | $13,280 | $9,806+35.4% | $9,131+45.4% | $6,688+98.6% |
| Admin fee / account holder | $809,537 | $16,364+4847.2% | $13,901+5723.6% | $13,397+5942.7% |