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 | $1,621,308 | $89,355+1714.5% | $141,162+1048.5% | $72,985+2121.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.84% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $11,429 | $3,114+267.0% | $4,735+141.4% | $2,440+368.4% |
| Participant deferral / active EE | $7,220 | $5,418+33.3% | $6,709+7.6% | $3,607+100.2% |
| Admin fee / account holder | $9,222 | $5,958+54.8% | $10,261-10.1% | $5,124+80.0% |