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 | $1,694,614 | $111,724+1416.8% | $93,606+1710.4% | $145,922+1061.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.63% | 202.98%-181.4pp | 133.20%-111.6pp | 561.29%-539.7pp |
| Employer contribution / active EE | $12,000 | $3,090+288.4% | $2,420+395.9% | $4,660+157.5% |
| Participant deferral / active EE | $30,500 | $4,912+521.0% | $4,411+591.4% | $6,688+356.1% |
| Admin fee / account holder | $500,013 | $10,250+4778.3% | $8,285+5935.1% | $13,397+3632.3% |