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 | $1,752,623 | $159,901+996.1% | $146,958+1092.6% | $145,922+1101.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.57% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $32,812 | $5,286+520.7% | $4,933+565.2% | $4,660+604.2% |
| Participant deferral / active EE | $22,788 | $8,428+170.4% | $8,070+182.4% | $6,688+240.7% |
| Admin fee / account holder | $16,207 | $15,044+7.7% | $12,998+24.7% | $13,397+21.0% |