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 | $1,950,985 | $169,032+1054.2% | $129,207+1410.0% | $145,922+1237.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 385.75% | 14330.11%-13944.4pp | 9417.33%-9031.6pp | 561.29%-175.5pp |
| Employer contribution / active EE | $25,892 | $5,537+367.7% | $4,153+523.4% | $4,660+455.7% |
| Participant deferral / active EE | $20,333 | $4,987+307.7% | $4,168+387.9% | $6,688+204.0% |
| Admin fee / account holder | $749 | $9,954-92.5% | $7,715-90.3% | $13,397-94.4% |