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 | $1,115,360 | $165,984+572.0% | $164,813+576.7% | $145,922+664.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 30.85% | 100.03%-69.2pp | 69.93%-39.1pp | 561.29%-530.4pp |
| Employer contribution / active EE | $27,334 | $5,273+418.4% | $4,341+529.7% | $4,660+486.6% |
| Participant deferral / active EE | $20,743 | $6,959+198.1% | $6,031+243.9% | $6,688+210.2% |
| Admin fee / account holder | $19,743 | $16,648+18.6% | $12,690+55.6% | $13,397+47.4% |