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 3-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 | $2,162,510 | $159,901+1252.4% | $146,958+1371.5% | $145,922+1382.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.19% | 98.13%-77.9pp | 418.34%-398.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $16,806 | $5,286+217.9% | $4,933+240.7% | $4,660+260.7% |
| Participant deferral / active EE | $26,500 | $8,428+214.4% | $8,070+228.4% | $6,688+296.2% |
| Admin fee / account holder | $18,530 | $15,044+23.2% | $12,998+42.6% | $13,397+38.3% |