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 | $2,758,680 | $209,336+1217.8% | $197,124+1299.5% | $137,256+1909.9% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 22.57% | 48.09%-25.5pp | 44.34%-21.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $57,961 | $6,591+779.4% | $6,227+830.7% | $4,156+1294.6% |
| Participant deferral / active EE | $4,282 | $9,614-55.5% | $9,135-53.1% | $6,407-33.2% |
| Admin fee / account holder | $846 | $17,308-95.1% | $16,298-94.8% | $12,270-93.1% |