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 | $2,431,929 | $209,411+1061.3% | $178,490+1262.5% | $158,922+1430.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.77% | 188.75%-172.0pp | 151.07%-134.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $51,429 | $5,706+801.2% | $5,011+926.4% | $4,761+980.2% |
| Participant deferral / active EE | $11,143 | $5,954+87.1% | $5,202+114.2% | $5,982+86.3% |
| Admin fee / account holder | $4,769 | $17,074-72.1% | $13,984-65.9% | $11,246-57.6% |