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 | $2,285,056 | $106,515+2045.3% | $96,683+2263.5% | $139,434+1538.8% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 17.10% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $20,442 | $4,103+398.2% | $3,737+447.1% | $4,751+330.3% |
| Participant deferral / active EE | $15,917 | $5,454+191.8% | $4,878+226.3% | $6,710+137.2% |
| Admin fee / account holder | $9,750 | $7,877+23.8% | $6,730+44.9% | $11,403-14.5% |