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 | $214,378+1186.8% | $200,582+1275.3% | $142,382+1837.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 22.57% | 46.41%-23.8pp | 42.33%-19.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $57,961 | $6,841+747.2% | $6,419+803.0% | $4,299+1248.2% |
| Participant deferral / active EE | $4,282 | $9,865-56.6% | $9,331-54.1% | $6,507-34.2% |
| Admin fee / account holder | $846 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |