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 | $2,149,759 | $177,572+1110.6% | $154,803+1288.7% | $142,382+1409.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.48% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $52,500 | $4,810+991.4% | $4,305+1119.4% | $4,299+1121.2% |
| Participant deferral / active EE | $2,813 | $6,272-55.2% | $5,540-49.2% | $6,507-56.8% |
| Admin fee / account holder | $31,872 | $16,786+89.9% | $14,329+122.4% | $12,624+152.5% |