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 | $1,472,952 | $180,449+716.3% | $154,107+855.8% | $135,375+988.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.88% | 888.09%-890.0pp | 735.12%-737.0pp | 519.73%-521.6pp |
| Employer contribution / active EE | $24,596 | $6,035+307.6% | $5,298+364.3% | $4,779+414.7% |
| Participant deferral / active EE | $19,404 | $5,806+234.2% | $5,081+281.9% | $5,609+246.0% |
| Admin fee / account holder | $644,785 | $16,143+3894.3% | $13,411+4707.9% | $10,827+5855.3% |