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 | $2,509,201 | $210,648+1091.2% | $177,989+1309.8% | $145,922+1619.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.56% | 385.86%-370.3pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $24,137 | $4,565+428.8% | $3,949+511.3% | $4,660+418.0% |
| Participant deferral / active EE | $5,750 | $6,958-17.4% | $6,276-8.4% | $6,688-14.0% |
| Admin fee / account holder | $17,046 | $12,013+41.9% | $10,363+64.5% | $13,397+27.2% |