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 | $1,890,483 | $165,335+1043.4% | $149,696+1162.9% | $158,922+1089.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.36% | 348.15%-326.8pp | 276.60%-255.2pp | 302.83%-281.5pp |
| Employer contribution / active EE | $26,000 | $5,103+409.5% | $4,644+459.8% | $4,761+446.1% |
| Participant deferral / active EE | $26,378 | $7,181+267.3% | $6,842+285.6% | $5,982+341.0% |
| Admin fee / account holder | $14,586 | $10,807+35.0% | $9,309+56.7% | $11,246+29.7% |