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 | $1,274,957 | $232,540+448.3% | $185,117+588.7% | $147,584+763.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.39% | 43.03%-32.6pp | 40.50%-30.1pp | 578.55%-568.2pp |
| Employer contribution / active EE | $17,500 | $5,195+236.8% | $4,182+318.5% | $4,876+258.9% |
| Participant deferral / active EE | $12,000 | $5,834+105.7% | $5,045+137.9% | $5,439+120.6% |
| Admin fee / account holder | $42,277 | $10,275+311.4% | $8,159+418.1% | $10,885+288.4% |