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 | $2,346,592 | $88,751+2544.0% | $81,812+2768.3% | $145,922+1508.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.96% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $28,208 | $3,083+814.8% | $2,912+868.6% | $4,660+505.4% |
| Participant deferral / active EE | $18,079 | $4,643+289.4% | $4,319+318.6% | $6,688+170.3% |
| Admin fee / account holder | $2,749 | $8,415-67.3% | $7,386-62.8% | $13,397-79.5% |