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 | $1,887,321 | $107,934+1648.6% | $91,989+1951.7% | $152,861+1134.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.12% | 89.24%-66.1pp | 69.02%-45.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $33,322 | $4,210+691.5% | $3,452+865.3% | $4,762+599.7% |
| Participant deferral / active EE | $25,000 | $6,364+292.8% | $5,923+322.1% | $5,850+327.3% |
| Admin fee / account holder | $16,732 | $10,520+59.1% | $7,743+116.1% | $11,596+44.3% |