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 | $1,788,945 | $117,841+1418.1% | $102,423+1646.6% | $145,922+1126.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 25.34% | 31.65%-6.3pp | 29.32%-4.0pp | 561.29%-535.9pp |
| Employer contribution / active EE | $13,076 | $3,615+261.8% | $3,023+332.5% | $4,660+180.6% |
| Participant deferral / active EE | $15,400 | $5,731+168.7% | $5,053+204.8% | $6,688+130.3% |
| Admin fee / account holder | $124,335 | $13,326+833.0% | $9,451+1215.6% | $13,397+828.1% |