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 | $2,238,585 | $171,865+1202.5% | $149,718+1395.2% | $147,584+1416.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.68% | 2113.22%-2089.5pp | 1501.63%-1477.9pp | 578.55%-554.9pp |
| Employer contribution / active EE | $53,000 | $6,275+744.6% | $5,445+873.4% | $4,876+986.9% |
| Participant deferral / active EE | $6,000 | $7,271-17.5% | $6,569-8.7% | $5,439+10.3% |
| Admin fee / account holder | $685 | $13,799-95.0% | $11,283-93.9% | $10,885-93.7% |