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 | $2,328,718 | $109,817+2020.5% | $98,442+2265.6% | $167,490+1290.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.82% | 1956.69%-1942.9pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $27,204 | $3,224+743.8% | $2,960+819.1% | $4,837+462.4% |
| Participant deferral / active EE | $14,700 | $4,673+214.6% | $4,276+243.8% | $6,341+131.8% |
| Admin fee / account holder | $4,493 | $6,753-33.5% | $5,949-24.5% | $12,309-63.5% |