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 | $1,860,905 | $138,065+1247.8% | $123,544+1406.3% | $135,375+1274.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.79% | 153.68%-144.9pp | 119.20%-110.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $23,928 | $5,151+364.5% | $4,628+417.1% | $4,779+400.7% |
| Participant deferral / active EE | $19,200 | $6,799+182.4% | $6,426+198.8% | $5,609+242.3% |
| Admin fee / account holder | $44,400 | $10,916+306.7% | $9,284+378.3% | $10,827+310.1% |