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 | $4,469,107 | $214,378+1984.7% | $200,582+2128.1% | $142,382+3038.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.14% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $13,650 | $6,841+99.5% | $6,419+112.7% | $4,299+217.5% |
| Participant deferral / active EE | $27,250 | $9,865+176.2% | $9,331+192.0% | $6,507+318.8% |
| Admin fee / account holder | $314 | $17,692-98.2% | $16,305-98.1% | $12,624-97.5% |