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 | $1,129,159 | $183,519+515.3% | $155,509+626.1% | $145,922+673.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.88% | 61.17%-33.3pp | 64.67%-36.8pp | 561.29%-533.4pp |
| Employer contribution / active EE | $59,704 | $5,313+1023.8% | $4,672+1177.8% | $4,660+1181.3% |
| Participant deferral / active EE | $9,100 | $6,462+40.8% | $5,626+61.7% | $6,688+36.1% |
| Admin fee / account holder | $5,372 | $19,313-72.2% | $15,912-66.2% | $13,397-59.9% |