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 | $2,246,411 | $111,724+1910.7% | $93,606+2299.9% | $145,922+1439.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.22% | 202.98%-187.8pp | 133.20%-118.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $11,204 | $3,090+262.6% | $2,420+363.0% | $4,660+140.4% |
| Participant deferral / active EE | $23,339 | $4,912+375.2% | $4,411+429.1% | $6,688+249.0% |
| Admin fee / account holder | $14,909 | $10,250+45.5% | $8,285+80.0% | $13,397+11.3% |