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 | $1,787,385 | $177,572+906.6% | $154,803+1054.6% | $142,382+1155.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.00% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $39,389 | $4,810+718.8% | $4,305+814.9% | $4,299+816.2% |
| Participant deferral / active EE | $22,119 | $6,272+252.7% | $5,540+299.2% | $6,507+239.9% |
| Admin fee / account holder | $14,995 | $16,786-10.7% | $14,329+4.6% | $12,624+18.8% |