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 5-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 | $2,245,451 | $99,918+2147.3% | $81,382+2659.2% | $145,922+1438.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.58% | 34.32%-22.7pp | 24.73%-13.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $17,500 | $2,978+487.7% | $2,463+610.6% | $4,660+275.6% |
| Participant deferral / active EE | $30,000 | $4,605+551.5% | $3,883+672.6% | $6,688+348.6% |
| Admin fee / account holder | $21,131 | $8,212+157.3% | $5,768+266.3% | $13,397+57.7% |