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 | $1,170,286 | $138,065+747.6% | $123,544+847.3% | $135,375+764.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 17.89% | 153.68%-135.8pp | 119.20%-101.3pp | 519.73%-501.8pp |
| Employer contribution / active EE | $4,563 | $5,151-11.4% | $4,628-1.4% | $4,779-4.5% |
| Participant deferral / active EE | $15,500 | $6,799+128.0% | $6,426+141.2% | $5,609+176.4% |
| Admin fee / account holder | $38,715 | $10,916+254.7% | $9,284+317.0% | $10,827+257.6% |