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 | $2,298,065 | $159,901+1337.2% | $146,958+1463.8% | $145,922+1474.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 22.42% | 98.13%-75.7pp | 418.34%-395.9pp | 561.29%-538.9pp |
| Employer contribution / active EE | $17,599 | $5,286+232.9% | $4,933+256.8% | $4,660+277.7% |
| Participant deferral / active EE | $15,000 | $8,428+78.0% | $8,070+85.9% | $6,688+124.3% |
| Admin fee / account holder | $3,214 | $15,044-78.6% | $12,998-75.3% | $13,397-76.0% |