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 | $2,765,973 | $177,572+1457.7% | $154,803+1686.8% | $142,382+1842.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 34.35% | 65.07%-30.7pp | 58.88%-24.5pp | 217.08%-182.7pp |
| Employer contribution / active EE | $29,502 | $4,810+513.3% | $4,305+585.2% | $4,299+586.2% |
| Participant deferral / active EE | $20,667 | $6,272+229.5% | $5,540+273.0% | $6,507+217.6% |
| Admin fee / account holder | $9,346 | $16,786-44.3% | $14,329-34.8% | $12,624-26.0% |