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 | $1,244,491 | $202,432+514.8% | $169,368+634.8% | $139,434+792.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.68% | 531.74%-520.1pp | 405.60%-393.9pp | 372.94%-361.3pp |
| Employer contribution / active EE | $21,608 | $4,692+360.5% | $4,013+438.5% | $4,751+354.8% |
| Participant deferral / active EE | $7,234 | $6,938+4.3% | $6,221+16.3% | $6,710+7.8% |
| Admin fee / account holder | $22,436 | $10,708+109.5% | $9,003+149.2% | $11,403+96.8% |