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 | $1,001,953 | $175,202+471.9% | $149,673+569.4% | $139,434+618.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.82% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $58,525 | $5,474+969.1% | $4,818+1114.8% | $4,751+1131.9% |
| Participant deferral / active EE | $3,836 | $6,519-41.1% | $5,680-32.5% | $6,710-42.8% |
| Admin fee / account holder | $5,266 | $16,150-67.4% | $13,210-60.1% | $11,403-53.8% |