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 | $2,658,004 | $177,572+1396.9% | $154,803+1617.0% | $142,382+1766.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.27% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $79,526 | $4,810+1553.2% | $4,305+1747.1% | $4,299+1749.8% |
| Participant deferral / active EE | $42,456 | $6,272+577.0% | $5,540+666.3% | $6,507+552.4% |
| Admin fee / account holder | $40,628 | $16,786+142.0% | $14,329+183.5% | $12,624+221.8% |