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 | $1,919,735 | $102,604+1771.0% | $86,188+2127.4% | $139,434+1276.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.33% | 1922.51%-1902.2pp | 1168.45%-1148.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $10,673 | $3,032+252.0% | $2,380+348.4% | $4,751+124.7% |
| Participant deferral / active EE | $22,182 | $4,676+374.4% | $3,985+456.6% | $6,710+230.6% |
| Admin fee / account holder | $13,059 | $8,657+50.9% | $6,852+90.6% | $11,403+14.5% |