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 7-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 | $5,986,419 | $159,602+3650.8% | $150,045+3889.7% | $142,382+4104.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.37% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $8,625 | $4,961+73.9% | $4,693+83.8% | $4,299+100.6% |
| Participant deferral / active EE | $23,247 | $8,310+179.7% | $7,997+190.7% | $6,507+257.2% |
| Admin fee / account holder | $35,709 | $14,846+140.5% | $13,435+165.8% | $12,624+182.9% |