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 | $2,163,212 | $183,519+1078.7% | $155,509+1291.1% | $145,922+1382.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $34,405 | $5,313+547.6% | $4,672+636.3% | $4,660+638.4% |
| Participant deferral / active EE | $20,000 | $6,462+209.5% | $5,626+255.5% | $6,688+199.1% |
| Admin fee / account holder | $153,266 | $19,313+693.6% | $15,912+863.2% | $13,397+1044.0% |