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 9-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 | $2,046,710 | $183,519+1015.3% | $155,509+1216.1% | $145,922+1302.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.45% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $61,162 | $5,313+1051.2% | $4,672+1209.0% | $4,660+1212.6% |
| Participant deferral / active EE | $6,018 | $6,462-6.9% | $5,626+7.0% | $6,688-10.0% |
| Admin fee / account holder | $28,953 | $19,313+49.9% | $15,912+82.0% | $13,397+116.1% |