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 | $1,018,487 | $157,256+547.7% | $141,162+621.5% | $152,861+566.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 52.44% | 64.32%-11.9pp | 71.39%-19.0pp | 345.32%-292.9pp |
| Employer contribution / active EE | $21,352 | $5,261+305.9% | $4,735+350.9% | $4,762+348.4% |
| Participant deferral / active EE | $7,233 | $7,109+1.7% | $6,709+7.8% | $5,850+23.6% |
| Admin fee / account holder | $31,486 | $12,120+159.8% | $10,261+206.8% | $11,596+171.5% |