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 | $1,605,844 | $117,841+1262.7% | $102,423+1467.8% | $145,922+1000.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.24% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $18,016 | $3,615+398.4% | $3,023+495.9% | $4,660+286.6% |
| Participant deferral / active EE | $10,167 | $5,731+77.4% | $5,053+101.2% | $6,688+52.0% |
| Admin fee / account holder | $791 | $13,326-94.1% | $9,451-91.6% | $13,397-94.1% |