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 | $3,044,804 | $88,751+3330.7% | $81,812+3621.7% | $145,922+1986.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 25.17% | 1025.40%-1000.2pp | 773.79%-748.6pp | 561.29%-536.1pp |
| Employer contribution / active EE | $26,247 | $3,083+751.3% | $2,912+801.3% | $4,660+463.3% |
| Participant deferral / active EE | $20,878 | $4,643+349.7% | $4,319+383.4% | $6,688+212.2% |
| Admin fee / account holder | $352,025 | $8,415+4083.1% | $7,386+4666.1% | $13,397+2527.6% |