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 | $2,006,038 | $96,635+1975.9% | $86,612+2216.1% | $139,434+1338.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 31.97% | 106.41%-74.4pp | 591.07%-559.1pp | 372.94%-341.0pp |
| Employer contribution / active EE | $29,922 | $3,263+817.0% | $3,022+890.0% | $4,751+529.8% |
| Participant deferral / active EE | $27,606 | $4,836+470.8% | $4,438+522.1% | $6,710+311.4% |
| Admin fee / account holder | $52,584 | $6,408+720.6% | $5,614+836.6% | $11,403+361.2% |