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 | $2,378,604 | $111,754+2028.4% | $103,333+2201.9% | $145,922+1530.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.47% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $13,798 | $4,212+227.6% | $3,868+256.7% | $4,660+196.1% |
| Participant deferral / active EE | $33,233 | $5,619+491.5% | $5,057+557.1% | $6,688+396.9% |
| Admin fee / account holder | $10,292 | $9,750+5.6% | $8,355+23.2% | $13,397-23.2% |