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 | $1,893,054 | $127,065+1389.8% | $113,168+1572.8% | $142,382+1229.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.48% | 24.03%-10.6pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,846 | $3,442+127.9% | $2,975+163.7% | $4,299+82.5% |
| Participant deferral / active EE | $25,502 | $5,716+346.1% | $5,107+399.4% | $6,507+291.9% |
| Admin fee / account holder | $11,613 | $15,736-26.2% | $12,068-3.8% | $12,624-8.0% |