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 3-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 | $1,982,389 | $159,901+1139.8% | $146,958+1249.0% | $145,922+1258.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.33% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $13,650 | $5,286+158.2% | $4,933+176.7% | $4,660+192.9% |
| Participant deferral / active EE | $33,350 | $8,428+295.7% | $8,070+313.3% | $6,688+398.7% |
| Admin fee / account holder | $35,686 | $15,044+137.2% | $12,998+174.5% | $13,397+166.4% |