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 | $1,920,240 | $154,228+1145.1% | $145,433+1220.4% | $137,256+1299.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.47% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $31,509 | $4,804+555.9% | $4,554+591.8% | $4,156+658.2% |
| Participant deferral / active EE | $19,400 | $8,216+136.1% | $7,897+145.7% | $6,407+202.8% |
| Admin fee / account holder | $11,195 | $14,344-22.0% | $13,129-14.7% | $12,270-8.8% |