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 | $2,445,355 | $183,519+1232.5% | $155,509+1472.5% | $145,922+1575.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.16% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $43,863 | $5,313+725.6% | $4,672+838.8% | $4,660+841.4% |
| Participant deferral / active EE | $26,722 | $6,462+313.5% | $5,626+375.0% | $6,688+299.6% |
| Admin fee / account holder | $9,635 | $19,313-50.1% | $15,912-39.4% | $13,397-28.1% |