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 | $1,305,015 | $176,662+638.7% | $130,648+898.9% | $152,861+753.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.37% | 2692.24%-2671.9pp | 1708.96%-1688.6pp | 345.32%-324.9pp |
| Employer contribution / active EE | $21,081 | $5,742+267.1% | $4,092+415.2% | $4,762+342.7% |
| Participant deferral / active EE | $23,436 | $4,361+437.4% | $3,603+550.5% | $5,850+300.6% |
| Admin fee / account holder | $41,601 | $7,133+483.2% | $5,464+661.3% | $11,596+258.7% |