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 | $2,326,666 | $177,572+1210.3% | $154,803+1403.0% | $142,382+1534.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.95% | 65.07%-40.1pp | 58.88%-33.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $19,230 | $4,810+299.7% | $4,305+346.6% | $4,299+347.3% |
| Participant deferral / active EE | $19,653 | $6,272+213.4% | $5,540+254.7% | $6,507+202.0% |
| Admin fee / account holder | $6,839 | $16,786-59.3% | $14,329-52.3% | $12,624-45.8% |