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 | $2,099,989 | $159,901+1213.3% | $146,958+1329.0% | $145,922+1339.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $33,000 | $5,286+524.3% | $4,933+569.0% | $4,660+608.2% |
| Participant deferral / active EE | $13,299 | $8,428+57.8% | $8,070+64.8% | $6,688+98.8% |
| Admin fee / account holder | $104,470 | $15,044+594.4% | $12,998+703.7% | $13,397+679.8% |