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 | $1,200,333 | $180,449+565.2% | $154,107+678.9% | $135,375+786.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.42% | 888.09%-891.5pp | 735.12%-738.5pp | 519.73%-523.2pp |
| Employer contribution / active EE | $18,944 | $6,035+213.9% | $5,298+257.6% | $4,779+296.4% |
| Participant deferral / active EE | $7,825 | $5,806+34.8% | $5,081+54.0% | $5,609+39.5% |
| Admin fee / account holder | $5,803 | $16,143-64.1% | $13,411-56.7% | $10,827-46.4% |