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 | $1,605,338 | $95,416+1582.5% | $185,823+763.9% | $85,850+1769.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.72% | 23.59%-3.9pp | 122.05%-102.3pp | 318.53%-298.8pp |
| Employer contribution / active EE | $34,852 | $3,314+951.8% | $5,167+574.5% | $2,565+1258.7% |
| Participant deferral / active EE | $24,133 | $3,423+604.9% | $5,568+333.4% | $3,952+510.7% |
| Admin fee / account holder | $28,601 | $7,213+296.5% | $16,237+76.1% | $6,260+356.9% |