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 | $1,691,108 | $169,032+900.5% | $129,207+1208.8% | $145,922+1058.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.21% | 14330.11%-14303.9pp | 9417.33%-9391.1pp | 561.29%-535.1pp |
| Employer contribution / active EE | $10,848 | $5,537+95.9% | $4,153+161.2% | $4,660+132.8% |
| Participant deferral / active EE | $2,600 | $4,987-47.9% | $4,168-37.6% | $6,688-61.1% |
| Admin fee / account holder | $24,402 | $9,954+145.1% | $7,715+216.3% | $13,397+82.1% |