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 | $1,906,220 | $172,111+1007.6% | $150,298+1168.3% | $137,256+1288.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.82% | 69.37%-54.5pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $47,737 | $4,636+929.6% | $4,154+1049.2% | $4,156+1048.6% |
| Participant deferral / active EE | $28,184 | $6,166+357.1% | $5,453+416.9% | $6,407+339.9% |
| Admin fee / account holder | $3,463 | $16,471-79.0% | $14,116-75.5% | $12,270-71.8% |