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 3-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 | $1,763,255 | $148,534+1087.1% | $135,903+1197.4% | $139,434+1164.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.33% | 79.19%-55.9pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $14,126 | $5,243+169.4% | $4,856+190.9% | $4,751+197.3% |
| Participant deferral / active EE | $26,000 | $8,100+221.0% | $7,758+235.1% | $6,710+287.5% |
| Admin fee / account holder | $15,236 | $12,400+22.9% | $10,762+41.6% | $11,403+33.6% |