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 | $2,272,714 | $175,202+1197.2% | $149,673+1418.5% | $139,434+1530.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.38% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $51,035 | $5,474+832.3% | $4,818+959.3% | $4,751+974.2% |
| Participant deferral / active EE | $11,330 | $6,519+73.8% | $5,680+99.5% | $6,710+68.9% |
| Admin fee / account holder | $124,151 | $16,150+668.7% | $13,210+839.8% | $11,403+988.8% |