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 | $1,031,635 | $70,756+1358.0% | $65,493+1475.2% | $142,382+624.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.83% | 1754.89%-1735.1pp | 982.45%-962.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,200 | $2,881-58.3% | $2,574-53.4% | $4,299-72.1% |
| Participant deferral / active EE | $16,500 | $4,637+255.8% | $3,961+316.6% | $6,507+153.6% |
| Admin fee / account holder | $520 | $6,559-92.1% | $5,028-89.7% | $12,624-95.9% |