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 | $2,742,387 | $217,402+1161.4% | $185,823+1375.8% | $167,490+1537.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.32% | 148.36%-136.0pp | 122.05%-109.7pp | 478.56%-466.2pp |
| Employer contribution / active EE | $33,678 | $5,873+473.4% | $5,167+551.8% | $4,837+596.2% |
| Participant deferral / active EE | $26,000 | $6,356+309.0% | $5,568+367.0% | $6,341+310.0% |
| Admin fee / account holder | $96,658 | $19,811+387.9% | $16,237+495.3% | $12,309+685.3% |