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 | $1,178,201 | $159,901+636.8% | $146,958+701.7% | $145,922+707.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.18% | 98.13%-78.9pp | 418.34%-399.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $6,523 | $5,286+23.4% | $4,933+32.2% | $4,660+40.0% |
| Participant deferral / active EE | $25,033 | $8,428+197.0% | $8,070+210.2% | $6,688+274.3% |
| Admin fee / account holder | $413,240 | $15,044+2646.9% | $12,998+3079.2% | $13,397+2984.6% |