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 | $2,001,647 | $202,318+889.4% | $172,739+1058.8% | $152,861+1209.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.78% | 1029.65%-1002.9pp | 802.84%-776.1pp | 345.32%-318.5pp |
| Employer contribution / active EE | $56,000 | $5,856+856.3% | $5,143+988.9% | $4,762+1075.9% |
| Participant deferral / active EE | $4,000 | $5,948-32.8% | $5,198-23.0% | $5,850-31.6% |
| Admin fee / account holder | $21,666 | $17,109+26.6% | $13,954+55.3% | $11,596+86.8% |