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 | $2,120,222 | $202,318+948.0% | $172,739+1127.4% | $152,861+1287.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.62% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $30,500 | $5,856+420.8% | $5,143+493.1% | $4,762+540.4% |
| Participant deferral / active EE | $45,000 | $5,948+656.6% | $5,198+765.8% | $5,850+669.2% |
| Admin fee / account holder | $64,347 | $17,109+276.1% | $13,954+361.1% | $11,596+454.9% |