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 8-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 | $1,163,759 | $102,604+1034.2% | $86,188+1250.3% | $139,434+734.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.85% | 1922.51%-1910.7pp | 1168.45%-1156.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $17,933 | $3,032+491.4% | $2,380+653.4% | $4,751+277.5% |
| Participant deferral / active EE | $10,000 | $4,676+113.9% | $3,985+150.9% | $6,710+49.0% |
| Admin fee / account holder | $9,433 | $8,657+9.0% | $6,852+37.7% | $11,403-17.3% |