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 | $1,668,251 | $202,318+724.6% | $172,739+865.8% | $152,861+991.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.44% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $20,698 | $5,856+253.4% | $5,143+302.5% | $4,762+334.6% |
| Participant deferral / active EE | $17,900 | $5,948+200.9% | $5,198+244.4% | $5,850+206.0% |
| Admin fee / account holder | $50,222 | $17,109+193.5% | $13,954+259.9% | $11,596+333.1% |