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 6-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 | $2,074,718 | $180,749+1047.8% | $160,784+1190.4% | $137,256+1411.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.26% | 2234.46%-2223.2pp | 1803.92%-1792.7pp | 220.34%-209.1pp |
| Employer contribution / active EE | $5,750 | $4,155+38.4% | $3,733+54.0% | $4,156+38.4% |
| Participant deferral / active EE | $29,250 | $6,844+327.4% | $6,293+364.8% | $6,407+356.5% |
| Admin fee / account holder | $20,011 | $10,397+92.5% | $9,717+105.9% | $12,270+63.1% |