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 | $1,904,579 | $118,849+1502.5% | $96,562+1872.4% | $167,490+1037.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.39% | 50.49%-32.1pp | 37.78%-19.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $9,432 | $3,120+202.3% | $2,356+300.3% | $4,837+95.0% |
| Participant deferral / active EE | $23,833 | $4,616+416.3% | $3,849+519.2% | $6,341+275.8% |
| Admin fee / account holder | $13,695 | $8,065+69.8% | $6,181+121.6% | $12,309+11.3% |