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 8-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 | $1,748,574 | $48,230+3525.5% | $67,502+2490.4% | $80,856+2062.6% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.6%+7.4pp |
| Annual return | 23.80% | 18.28%+5.5pp | 3512.12%-3488.3pp | 35.59%-11.8pp |
| Employer contribution / active EE | $17,388 | $2,020+761.0% | $2,731+536.7% | $2,755+531.2% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $15,113 | $3,681+310.5% | $3,998+278.0% | $6,918+118.5% |