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 | $1,110,384 | $198,466+459.5% | $170,442+551.5% | $147,584+652.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.64% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $20,064 | $6,184+224.5% | $5,433+269.3% | $4,876+311.5% |
| Participant deferral / active EE | $20,170 | $5,629+258.3% | $4,939+308.3% | $5,439+270.9% |
| Admin fee / account holder | $2,036 | $16,852-87.9% | $13,880-85.3% | $10,885-81.3% |