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 | $1,838,832 | $106,890+1620.3% | $84,015+2088.7% | $152,861+1102.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 35.50% | 104.99%-69.5pp | 71.31%-35.8pp | 345.32%-309.8pp |
| Employer contribution / active EE | $2,000 | $2,734-26.9% | $1,983+0.8% | $4,762-58.0% |
| Participant deferral / active EE | $25,000 | $4,011+523.2% | $3,239+671.9% | $5,850+327.3% |
| Admin fee / account holder | $38,500 | $8,285+364.7% | $6,101+531.1% | $11,596+232.0% |