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 | $2,229,864 | $209,411+964.8% | $178,490+1149.3% | $158,922+1303.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 51.06% | 188.75%-137.7pp | 151.07%-100.0pp | 302.83%-251.8pp |
| Employer contribution / active EE | $17,858 | $5,706+213.0% | $5,011+256.4% | $4,761+275.1% |
| Participant deferral / active EE | $23,833 | $5,954+300.3% | $5,202+358.2% | $5,982+298.4% |
| Admin fee / account holder | $33,333 | $17,074+95.2% | $13,984+138.4% | $11,246+196.4% |