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 | $1,101,980 | $209,411+426.2% | $178,490+517.4% | $158,922+593.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.99% | 188.75%-168.8pp | 151.07%-131.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $29,160 | $5,706+411.0% | $5,011+482.0% | $4,761+512.5% |
| Participant deferral / active EE | $20,212 | $5,954+239.4% | $5,202+288.6% | $5,982+237.9% |
| Admin fee / account holder | $317,841 | $17,074+1761.5% | $13,984+2172.9% | $11,246+2726.3% |