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 3-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 | $2,417,917 | $210,648+1047.8% | $177,989+1258.5% | $145,922+1557.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.66% | 385.86%-375.2pp | 294.48%-283.8pp | 561.29%-550.6pp |
| Employer contribution / active EE | $57,500 | $4,565+1159.7% | $3,949+1356.2% | $4,660+1134.0% |
| Participant deferral / active EE | $15,250 | $6,958+119.2% | $6,276+143.0% | $6,688+128.0% |
| Admin fee / account holder | $1,988 | $12,013-83.5% | $10,363-80.8% | $13,397-85.2% |