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 | $1,490,906 | $227,553+555.2% | $189,557+686.5% | $167,490+790.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 34.96% | 78.40%-43.4pp | 64.17%-29.2pp | 478.56%-443.6pp |
| Employer contribution / active EE | $19,799 | $5,316+272.4% | $4,412+348.7% | $4,837+309.3% |
| Participant deferral / active EE | $7,800 | $7,002+11.4% | $6,174+26.3% | $6,341+23.0% |
| Admin fee / account holder | $13,445 | $11,878+13.2% | $9,807+37.1% | $12,309+9.2% |