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 | $2,228,727 | $176,056+1165.9% | $159,436+1297.9% | $167,490+1230.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.86% | 331.75%-318.9pp | 263.57%-250.7pp | 478.56%-465.7pp |
| Employer contribution / active EE | $29,000 | $5,297+447.5% | $4,829+500.5% | $4,837+499.5% |
| Participant deferral / active EE | $23,833 | $7,750+207.5% | $7,352+224.2% | $6,341+275.8% |
| Admin fee / account holder | $3,523 | $12,554-71.9% | $10,799-67.4% | $12,309-71.4% |