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 | $2,014,437 | $183,519+997.7% | $155,509+1195.4% | $145,922+1280.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.27% | 61.17%-41.9pp | 64.67%-45.4pp | 561.29%-542.0pp |
| Employer contribution / active EE | $60,570 | $5,313+1040.1% | $4,672+1196.3% | $4,660+1199.9% |
| Participant deferral / active EE | $18,750 | $6,462+190.1% | $5,626+233.3% | $6,688+180.4% |
| Admin fee / account holder | $771,548 | $19,313+3895.0% | $15,912+4748.8% | $13,397+5659.1% |