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 | $1,227,306 | $117,983+940.2% | $101,794+1105.7% | $142,382+762.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.46% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $70,000 | $2,773+2424.6% | $2,289+2958.2% | $4,299+1528.2% |
| Participant deferral / active EE | $7,500 | $4,714+59.1% | $4,084+83.6% | $6,507+15.3% |
| Admin fee / account holder | $94,698 | $10,433+807.6% | $8,777+978.9% | $12,624+650.2% |