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 | $1,853,304 | $69,207+2577.9% | $64,056+2793.3% | $139,434+1229.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 42.38% | 45.88%-3.5pp | 33.69%+8.7pp | 372.94%-330.6pp |
| Employer contribution / active EE | $4,159 | $3,182+30.7% | $2,747+51.4% | $4,751-12.5% |
| Participant deferral / active EE | $15,000 | $4,682+220.4% | $3,880+286.6% | $6,710+123.5% |
| Admin fee / account holder | $123,191 | $4,244+2802.7% | $3,068+3915.1% | $11,403+980.4% |