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 | $1,971,682 | $165,335+1092.5% | $149,696+1217.1% | $158,922+1140.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.40% | 348.15%-316.7pp | 276.60%-245.2pp | 302.83%-271.4pp |
| Employer contribution / active EE | $26,813 | $5,103+425.4% | $4,644+477.3% | $4,761+463.2% |
| Participant deferral / active EE | $6,000 | $7,181-16.4% | $6,842-12.3% | $5,982+0.3% |
| Admin fee / account holder | $10,696 | $10,807-1.0% | $9,309+14.9% | $11,246-4.9% |