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 4-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 | $1,194,743 | $156,846+661.7% | $121,098+886.6% | $139,434+756.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.73% | 1474.56%-1459.8pp | 985.75%-971.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $29,984 | $5,536+441.6% | $4,164+620.1% | $4,751+531.1% |
| Participant deferral / active EE | $15,000 | $4,844+209.6% | $4,080+267.7% | $6,710+123.5% |
| Admin fee / account holder | $24,388 | $6,946+251.1% | $5,644+332.1% | $11,403+113.9% |