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 | $1,701,821 | $176,056+866.6% | $159,436+967.4% | $167,490+916.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.79% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $42,029 | $5,297+693.4% | $4,829+770.3% | $4,837+768.8% |
| Participant deferral / active EE | $28,334 | $7,750+265.6% | $7,352+285.4% | $6,341+346.8% |
| Admin fee / account holder | $207,157 | $12,554+1550.1% | $10,799+1818.4% | $12,309+1583.0% |