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 | $1,633,672 | $110,502+1378.4% | $80,716+1924.0% | $167,490+875.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 16.73% | 120.54%-103.8pp | 87.28%-70.5pp | 478.56%-461.8pp |
| Employer contribution / active EE | $11,894 | $1,543+671.1% | $1,160+925.3% | $4,837+145.9% |
| Participant deferral / active EE | $23,833 | $2,871+730.2% | $2,146+1010.8% | $6,341+275.8% |
| Admin fee / account holder | $41,424 | $4,545+811.5% | $3,380+1125.6% | $12,309+236.5% |