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 | $2,774,740 | $201,272+1278.6% | $184,203+1406.3% | $145,922+1801.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.89% | 29.00%-15.1pp | 28.81%-14.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $45,400 | $7,022+546.6% | $6,427+606.4% | $4,660+874.3% |
| Participant deferral / active EE | $27,500 | $9,806+180.4% | $9,131+201.2% | $6,688+311.2% |
| Admin fee / account holder | $82,760 | $16,364+405.8% | $13,901+495.4% | $13,397+517.8% |