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 | $2,467,221 | $165,335+1392.3% | $149,696+1548.2% | $158,922+1452.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.01% | 348.15%-337.1pp | 276.60%-265.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $25,973 | $5,103+409.0% | $4,644+459.2% | $4,761+445.5% |
| Participant deferral / active EE | $24,375 | $7,181+239.4% | $6,842+256.3% | $5,982+307.5% |
| Admin fee / account holder | $4,353 | $10,807-59.7% | $9,309-53.2% | $11,246-61.3% |