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 | $1,363,558 | $107,334+1170.4% | $92,893+1367.9% | $152,861+792.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.53% | 145.58%-123.1pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $18,875 | $4,221+347.2% | $3,653+416.7% | $4,762+296.3% |
| Participant deferral / active EE | $12,054 | $4,845+148.8% | $4,236+184.5% | $5,850+106.0% |
| Admin fee / account holder | $5,795 | $7,079-18.1% | $5,7940% | $11,596-50.0% |