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 | $1,034,064 | $72,400+1328.3% | $67,502+1431.9% | $145,922+608.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 25.01% | 7182.46%-7157.5pp | 3512.12%-3487.1pp | 561.29%-536.3pp |
| Employer contribution / active EE | $15,491 | $3,069+404.7% | $2,731+467.2% | $4,660+232.4% |
| Participant deferral / active EE | $17,269 | $4,783+261.1% | $4,000+331.7% | $6,688+158.2% |
| Admin fee / account holder | $34,705 | $5,539+526.6% | $3,998+768.1% | $13,397+159.0% |