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 | $1,088,080 | $176,662+515.9% | $130,648+732.8% | $152,861+611.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 13.66% | 2692.24%-2678.6pp | 1708.96%-1695.3pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,250 | $5,742-78.2% | $4,092-69.5% | $4,762-73.8% |
| Participant deferral / active EE | $9,072 | $4,361+108.0% | $3,603+151.8% | $5,850+55.1% |
| Admin fee / account holder | $162,229 | $7,133+2174.4% | $5,464+2868.8% | $11,596+1299.0% |