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 | $2,115,432 | $176,056+1101.6% | $159,436+1226.8% | $167,490+1163.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.15% | 331.75%-320.6pp | 263.57%-252.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $13,224 | $5,297+149.6% | $4,829+173.8% | $4,837+173.4% |
| Participant deferral / active EE | $6,305 | $7,750-18.6% | $7,352-14.2% | $6,341-0.6% |
| Admin fee / account holder | $43,829 | $12,554+249.1% | $10,799+305.9% | $12,309+256.1% |