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 8-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 | $1,067,834 | $96,635+1005.0% | $86,612+1132.9% | $139,434+665.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.17% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $11,200 | $3,263+243.2% | $3,022+270.6% | $4,751+135.8% |
| Participant deferral / active EE | $20,000 | $4,836+313.6% | $4,438+350.7% | $6,710+198.1% |
| Admin fee / account holder | $8,963 | $6,408+39.9% | $5,614+59.7% | $11,403-21.4% |