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 | $2,324,336 | $202,318+1048.9% | $172,739+1245.6% | $152,861+1420.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.77% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $28,175 | $5,856+381.1% | $5,143+447.8% | $4,762+491.6% |
| Participant deferral / active EE | $13,375 | $5,948+124.9% | $5,198+157.3% | $5,850+128.6% |
| Admin fee / account holder | $18,746 | $17,109+9.6% | $13,954+34.3% | $11,596+61.6% |