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 | $2,041,720 | $154,228+1223.8% | $145,433+1303.9% | $137,256+1387.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.65% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $26,217 | $4,804+445.7% | $4,554+475.6% | $4,156+530.8% |
| Participant deferral / active EE | $13,431 | $8,216+63.5% | $7,897+70.1% | $6,407+109.6% |
| Admin fee / account holder | $5,743 | $14,344-60.0% | $13,129-56.3% | $12,270-53.2% |