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 | $2,228,560 | $202,318+1001.5% | $172,739+1190.1% | $152,861+1357.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.71% | 1029.65%-1011.9pp | 802.84%-785.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $31,340 | $5,856+435.2% | $5,143+509.4% | $4,762+558.1% |
| Participant deferral / active EE | $20,699 | $5,948+248.0% | $5,198+298.2% | $5,850+253.8% |
| Admin fee / account holder | $143,580 | $17,109+739.2% | $13,954+929.0% | $11,596+1138.1% |