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 | $1,782,705 | $88,751+1908.7% | $81,812+2079.0% | $145,922+1121.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.03% | 1025.40%-1015.4pp | 773.79%-763.8pp | 561.29%-551.3pp |
| Employer contribution / active EE | $44,799 | $3,083+1352.9% | $2,912+1438.3% | $4,660+861.4% |
| Participant deferral / active EE | $28,435 | $4,643+512.4% | $4,319+558.4% | $6,688+325.2% |
| Admin fee / account holder | $2,033 | $8,415-75.8% | $7,386-72.5% | $13,397-84.8% |