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 | $1,718,021 | $183,519+836.2% | $155,509+1004.8% | $145,922+1077.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.04% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $27,307 | $5,313+414.0% | $4,672+484.4% | $4,660+486.0% |
| Participant deferral / active EE | $26,750 | $6,462+313.9% | $5,626+375.5% | $6,688+300.0% |
| Admin fee / account holder | $250,858 | $19,313+1198.9% | $15,912+1476.5% | $13,397+1772.5% |