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 | $1,049,656 | $175,202+499.1% | $149,673+601.3% | $139,434+652.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.15% | 166.71%-140.6pp | 134.42%-108.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $28,870 | $5,474+427.4% | $4,818+499.3% | $4,751+507.7% |
| Participant deferral / active EE | $13,000 | $6,519+99.4% | $5,680+128.9% | $6,710+93.7% |
| Admin fee / account holder | $35,135 | $16,150+117.6% | $13,210+166.0% | $11,403+208.1% |