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 | $2,559,688 | $201,272+1171.8% | $184,203+1289.6% | $145,922+1654.2% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 47.63% | 29.00%+18.6pp | 28.81%+18.8pp | 561.29%-513.7pp |
| Employer contribution / active EE | $17,834 | $7,022+154.0% | $6,427+177.5% | $4,660+282.7% |
| Participant deferral / active EE | $11,075 | $9,806+12.9% | $9,131+21.3% | $6,688+65.6% |
| Admin fee / account holder | $71,236 | $16,364+335.3% | $13,901+412.5% | $13,397+431.7% |