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 | $3,243,349 | $158,398+1947.6% | $126,539+2463.1% | $142,382+2177.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 66.40% | 593.76%-527.4pp | 425.95%-359.5pp | 217.08%-150.7pp |
| Employer contribution / active EE | $46,500 | $4,650+900.0% | $3,674+1165.6% | $4,299+981.6% |
| Participant deferral / active EE | $26,500 | $4,767+455.9% | $4,083+549.1% | $6,507+307.2% |
| Admin fee / account holder | $68,136 | $6,918+884.9% | $6,065+1023.5% | $12,624+439.7% |