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 | $1,720,875 | $175,202+882.2% | $149,673+1049.8% | $139,434+1134.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.47% | 166.71%-154.2pp | 134.42%-121.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $17,250 | $5,474+215.1% | $4,818+258.1% | $4,751+263.1% |
| Participant deferral / active EE | $24,167 | $6,519+270.7% | $5,680+325.5% | $6,710+260.1% |
| Admin fee / account holder | $102,055 | $16,150+531.9% | $13,210+672.6% | $11,403+795.0% |