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 | $2,921,996 | $172,111+1597.7% | $150,298+1844.1% | $137,256+2028.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 104.34% | 69.37%+35.0pp | 62.79%+41.6pp | 220.34%-116.0pp |
| Employer contribution / active EE | $23,894 | $4,636+415.4% | $4,154+475.2% | $4,156+474.9% |
| Participant deferral / active EE | $27,321 | $6,166+343.1% | $5,453+401.1% | $6,407+326.4% |
| Admin fee / account holder | $13,727 | $16,471-16.7% | $14,116-2.8% | $12,270+11.9% |