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 | $1,588,875 | $167,484+848.7% | $151,611+948.0% | $134,475+1081.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 24.09% | 7.80%+16.3pp | 3.33%+20.8pp | 417.96%-393.9pp |
| Employer contribution / active EE | $16,757 | $6,829+145.4% | $6,166+171.8% | $4,740+253.5% |
| Participant deferral / active EE | $22,568 | $8,986+151.1% | $8,363+169.8% | $6,400+252.6% |
| Admin fee / account holder | $40,368 | $13,783+192.9% | $11,616+247.5% | $11,426+253.3% |