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 | $2,614,565 | $115,770+2158.4% | $101,248+2482.3% | $158,922+1545.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.77% | 56.14%-46.4pp | 46.47%-36.7pp | 302.83%-293.1pp |
| Employer contribution / active EE | $23,600 | $4,175+465.3% | $3,660+544.9% | $4,761+395.7% |
| Participant deferral / active EE | $26,000 | $4,957+424.5% | $4,370+494.9% | $5,982+334.6% |
| Admin fee / account holder | $646 | $7,245-91.1% | $5,945-89.1% | $11,246-94.3% |