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 9-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 | $1,408,856 | $72,400+1845.9% | $67,502+1987.1% | $145,922+865.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.80% | 7182.46%-7164.7pp | 3512.12%-3494.3pp | 561.29%-543.5pp |
| Employer contribution / active EE | $4,877 | $3,069+58.9% | $2,731+78.6% | $4,660+4.7% |
| Participant deferral / active EE | $17,330 | $4,783+262.3% | $4,000+333.3% | $6,688+159.1% |
| Admin fee / account holder | $56,011 | $5,539+911.3% | $3,998+1301.1% | $13,397+318.1% |