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 | $2,415,174 | $158,398+1424.7% | $126,539+1808.6% | $142,382+1596.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.65% | 593.76%-570.1pp | 425.95%-402.3pp | 217.08%-193.4pp |
| Employer contribution / active EE | $4,503 | $4,650-3.2% | $3,674+22.6% | $4,299+4.7% |
| Participant deferral / active EE | $15,982 | $4,767+235.3% | $4,083+291.5% | $6,507+145.6% |
| Admin fee / account holder | $19,553 | $6,918+182.6% | $6,065+222.4% | $12,624+54.9% |