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 | $2,801,977 | $169,032+1557.7% | $129,207+2068.6% | $145,922+1820.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.35% | 14330.11%-14321.8pp | 9417.33%-9409.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $46,000 | $5,537+730.8% | $4,153+1007.6% | $4,660+887.2% |
| Participant deferral / active EE | $25,500 | $4,987+411.3% | $4,168+511.9% | $6,688+281.3% |
| Admin fee / account holder | $51,417 | $9,954+416.5% | $7,715+566.5% | $13,397+283.8% |