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 | $1,868,686 | $202,318+823.6% | $172,739+981.8% | $152,861+1122.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.43% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $29,272 | $5,856+399.9% | $5,143+469.2% | $4,762+514.7% |
| Participant deferral / active EE | $9,072 | $5,948+52.5% | $5,198+74.5% | $5,850+55.1% |
| Admin fee / account holder | $20,784 | $17,109+21.5% | $13,954+48.9% | $11,596+79.2% |