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 7-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 | $2,237,841 | $117,841+1799.0% | $102,423+2084.9% | $145,922+1433.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.22% | 31.65%-11.4pp | 29.32%-9.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $17,774 | $3,615+391.7% | $3,023+487.9% | $4,660+281.4% |
| Participant deferral / active EE | $26,780 | $5,731+367.3% | $5,053+430.0% | $6,688+300.4% |
| Admin fee / account holder | $19,536 | $13,326+46.6% | $9,451+106.7% | $13,397+45.8% |