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 | $2,075,104 | $227,553+811.9% | $189,557+994.7% | $167,490+1138.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.16% | 78.40%-57.2pp | 64.17%-43.0pp | 478.56%-457.4pp |
| Employer contribution / active EE | $14,453 | $5,316+171.9% | $4,412+227.6% | $4,837+198.8% |
| Participant deferral / active EE | $11,375 | $7,002+62.5% | $6,174+84.3% | $6,341+79.4% |
| Admin fee / account holder | $15,915 | $11,878+34.0% | $9,807+62.3% | $12,309+29.3% |