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 | $3,990,468 | $159,602+2400.3% | $150,045+2559.5% | $142,382+2702.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.29% | 70.24%-51.9pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $31,250 | $4,961+530.0% | $4,693+565.9% | $4,299+626.9% |
| Participant deferral / active EE | $22,000 | $8,310+164.7% | $7,997+175.1% | $6,507+238.1% |
| Admin fee / account holder | $150,362 | $14,846+912.8% | $13,435+1019.2% | $12,624+1091.1% |