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 | $1,659,953 | $159,901+938.1% | $146,958+1029.5% | $145,922+1037.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.41% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $12,015 | $5,286+127.3% | $4,933+143.6% | $4,660+157.8% |
| Participant deferral / active EE | $8,505 | $8,428+0.9% | $8,070+5.4% | $6,688+27.2% |
| Admin fee / account holder | $36,566 | $15,044+143.1% | $12,998+181.3% | $13,397+172.9% |