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 | $2,100,378 | $159,901+1213.6% | $146,958+1329.2% | $145,922+1339.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.35% | 98.13%-68.8pp | 418.34%-389.0pp | 561.29%-531.9pp |
| Employer contribution / active EE | $32,593 | $5,286+516.6% | $4,933+560.7% | $4,660+599.5% |
| Participant deferral / active EE | $7,667 | $8,428-9.0% | $8,070-5.0% | $6,688+14.6% |
| Admin fee / account holder | $49,187 | $15,044+227.0% | $12,998+278.4% | $13,397+267.1% |