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 | $2,415,174 | $149,040+1520.5% | $120,225+1908.9% | $137,256+1659.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 23.65% | 605.68%-582.0pp | 439.23%-415.6pp | 220.34%-196.7pp |
| Employer contribution / active EE | $4,503 | $4,350+3.5% | $3,475+29.6% | $4,156+8.3% |
| Participant deferral / active EE | $15,982 | $4,655+243.4% | $3,999+299.7% | $6,407+149.5% |
| Admin fee / account holder | $19,553 | $6,348+208.0% | $5,696+243.3% | $12,270+59.4% |