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 | $6,037,933 | $165,335+3551.9% | $149,696+3933.5% | $158,922+3699.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.69% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $27,228 | $5,103+433.6% | $4,644+486.3% | $4,761+471.9% |
| Participant deferral / active EE | $17,333 | $7,181+141.4% | $6,842+153.3% | $5,982+189.8% |
| Admin fee / account holder | $38,021 | $10,807+251.8% | $9,309+308.4% | $11,246+238.1% |