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 | $3,098,224 | $177,572+1644.8% | $154,803+1901.4% | $142,382+2076.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 37.43% | 65.07%-27.6pp | 58.88%-21.5pp | 217.08%-179.6pp |
| Employer contribution / active EE | $19,910 | $4,810+313.9% | $4,305+362.4% | $4,299+363.1% |
| Participant deferral / active EE | $12,660 | $6,272+101.9% | $5,540+128.5% | $6,507+94.6% |
| Admin fee / account holder | $3,697 | $16,786-78.0% | $14,329-74.2% | $12,624-70.7% |