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 | $1,312,561 | $111,724+1074.8% | $93,606+1302.2% | $145,922+799.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.29% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $18,934 | $3,090+512.8% | $2,420+682.5% | $4,660+306.4% |
| Participant deferral / active EE | $10,167 | $4,912+107.0% | $4,411+130.5% | $6,688+52.0% |
| Admin fee / account holder | $10,981 | $10,250+7.1% | $8,285+32.5% | $13,397-18.0% |