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 | $2,897,563 | $177,572+1531.8% | $154,803+1771.8% | $142,382+1935.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.55% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $44,338 | $4,810+821.7% | $4,305+929.8% | $4,299+931.3% |
| Participant deferral / active EE | $27,611 | $6,272+340.3% | $5,540+398.4% | $6,507+324.3% |
| Admin fee / account holder | $8,798 | $16,786-47.6% | $14,329-38.6% | $12,624-30.3% |