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 | $1,685,611 | $210,648+700.2% | $177,989+847.0% | $145,922+1055.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.17% | 385.86%-367.7pp | 294.48%-276.3pp | 561.29%-543.1pp |
| Employer contribution / active EE | $17,880 | $4,565+291.7% | $3,949+352.8% | $4,660+283.7% |
| Participant deferral / active EE | $9,000 | $6,958+29.4% | $6,276+43.4% | $6,688+34.6% |
| Admin fee / account holder | $20,809 | $12,013+73.2% | $10,363+100.8% | $13,397+55.3% |