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 | $1,523,337 | $165,984+817.8% | $164,813+824.3% | $145,922+943.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.23% | 100.03%-83.8pp | 69.93%-53.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $36,000 | $5,273+582.7% | $4,341+729.3% | $4,660+672.6% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $42,281 | $16,648+154.0% | $12,690+233.2% | $13,397+215.6% |