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 | $1,528,992 | $203,436+651.6% | $152,466+902.8% | $167,490+812.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 15.18% | 13.80%+1.4pp | 757.33%-742.1pp | 478.56%-463.4pp |
| Employer contribution / active EE | $29,277 | $5,220+460.9% | $4,327+576.7% | $4,837+505.2% |
| Participant deferral / active EE | $12,000 | $6,716+78.7% | $5,820+106.2% | $6,341+89.2% |
| Admin fee / account holder | $16,318 | $22,506-27.5% | $15,805+3.2% | $12,309+32.6% |