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 | $1,909,787 | $168,632+1032.5% | $147,614+1193.8% | $125,391+1423.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.32% | 77.65%-80.0pp | 61.98%-64.3pp | 282.22%-284.5pp |
| Employer contribution / active EE | $11,947 | $6,252+91.1% | $5,564+114.7% | $4,866+145.5% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,895+145.1% | $5,352+124.2% |
| Admin fee / account holder | $344 | $13,580-97.5% | $11,611-97.0% | $9,540-96.4% |