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 3-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 | $1,632,610 | $210,648+675.0% | $177,989+817.3% | $145,922+1018.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.62% | 385.86%-370.2pp | 294.48%-278.9pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,823 | $4,565+5.7% | $3,949+22.1% | $4,660+3.5% |
| Participant deferral / active EE | $7,235 | $6,958+4.0% | $6,276+15.3% | $6,688+8.2% |
| Admin fee / account holder | $27,609 | $12,013+129.8% | $10,363+166.4% | $13,397+106.1% |