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 | $2,017,002 | $183,963+996.4% | $162,163+1143.8% | $152,861+1219.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.44% | 150.76%-133.3pp | 115.59%-98.2pp | 345.32%-327.9pp |
| Employer contribution / active EE | $25,754 | $6,371+304.3% | $5,614+358.8% | $4,762+440.8% |
| Participant deferral / active EE | $9,093 | $8,034+13.2% | $7,298+24.6% | $5,850+55.4% |
| Admin fee / account holder | $1,080 | $13,121-91.8% | $10,843-90.0% | $11,596-90.7% |