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 | $2,473,443 | $177,572+1292.9% | $154,803+1497.8% | $142,382+1637.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.83% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $29,875 | $4,810+521.0% | $4,305+593.9% | $4,299+594.9% |
| Participant deferral / active EE | $6,750 | $6,272+7.6% | $5,540+21.8% | $6,507+3.7% |
| Admin fee / account holder | $23,906 | $16,786+42.4% | $14,329+66.8% | $12,624+89.4% |