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 | $2,552,125 | $209,832+1116.3% | $189,513+1246.7% | $167,490+1423.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.29% | 748.27%-731.0pp | 555.15%-537.9pp | 478.56%-461.3pp |
| Employer contribution / active EE | $17,442 | $6,914+152.3% | $6,162+183.1% | $4,837+260.6% |
| Participant deferral / active EE | $25,200 | $8,935+182.0% | $8,221+206.5% | $6,341+297.4% |
| Admin fee / account holder | $2,836 | $14,293-80.2% | $12,045-76.5% | $12,309-77.0% |