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 | $4,098,129 | $117,983+3373.5% | $101,794+3925.9% | $142,382+2778.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 41.91% | 36.92%+5.0pp | 30.53%+11.4pp | 217.08%-175.2pp |
| Employer contribution / active EE | $15,650 | $2,773+464.4% | $2,289+583.7% | $4,299+264.0% |
| Participant deferral / active EE | $18,850 | $4,714+299.9% | $4,084+361.6% | $6,507+189.7% |
| Admin fee / account holder | $216,667 | $10,433+1976.7% | $8,777+2368.6% | $12,624+1616.3% |