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 9-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 | $1,707,894 | $226,064+655.5% | $182,532+835.7% | $152,861+1017.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.91% | 192.51%-173.6pp | 148.54%-129.6pp | 345.32%-326.4pp |
| Employer contribution / active EE | $19,691 | $4,978+295.5% | $4,076+383.1% | $4,762+313.5% |
| Participant deferral / active EE | $19,533 | $6,368+206.8% | $5,524+253.6% | $5,850+233.9% |
| Admin fee / account holder | $214,828 | $10,703+1907.2% | $8,592+2400.3% | $11,596+1752.5% |