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 | $2,580,125 | $177,572+1353.0% | $154,803+1566.7% | $142,382+1712.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.87% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $17,985 | $4,810+273.9% | $4,305+317.7% | $4,299+318.3% |
| Participant deferral / active EE | $9,747 | $6,272+55.4% | $5,540+75.9% | $6,507+49.8% |
| Admin fee / account holder | $379,382 | $16,786+2160.1% | $14,329+2547.6% | $12,624+2905.3% |