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 | $1,205,044 | $100,852+1094.9% | $90,404+1233.0% | $158,922+658.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.43% | 1724.20%-1715.8pp | 1293.02%-1284.6pp | 302.83%-294.4pp |
| Employer contribution / active EE | $32,254 | $3,689+774.5% | $3,262+888.8% | $4,761+577.4% |
| Participant deferral / active EE | $22,139 | $4,348+409.2% | $3,963+458.6% | $5,982+270.1% |
| Admin fee / account holder | $23,502 | $6,501+261.5% | $5,611+318.9% | $11,246+109.0% |