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 | $1,605,063 | $81,625+1866.4% | $58,482+2644.5% | $139,434+1051.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.22% | 7404.20%-7388.0pp | 4239.32%-4223.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $12,875 | $1,398+820.8% | $1,053+1122.4% | $4,751+171.0% |
| Participant deferral / active EE | $27,500 | $2,557+975.6% | $1,924+1329.4% | $6,710+309.8% |
| Admin fee / account holder | $81,651 | $3,265+2400.6% | $2,516+3145.3% | $11,403+616.1% |