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 | $2,873,472 | $210,648+1264.1% | $177,989+1514.4% | $145,922+1869.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.67% | 385.86%-375.2pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $15,415 | $4,565+237.7% | $3,949+290.4% | $4,660+230.8% |
| Participant deferral / active EE | $30,480 | $6,958+338.1% | $6,276+385.7% | $6,688+355.8% |
| Admin fee / account holder | $314,111 | $12,013+2514.8% | $10,363+2931.0% | $13,397+2244.6% |