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 | $2,055,058 | $72,071+2751.4% | $68,368+2905.9% | $137,256+1397.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 31.07% | 353.14%-322.1pp | 292.57%-261.5pp | 220.34%-189.3pp |
| Employer contribution / active EE | $63,472 | $2,788+2176.7% | $2,649+2296.2% | $4,156+1427.2% |
| Participant deferral / active EE | $7,500 | $4,410+70.1% | $4,123+81.9% | $6,407+17.1% |
| Admin fee / account holder | $11,609 | $5,336+117.6% | $5,150+125.4% | $12,270-5.4% |