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 | $2,123,064 | $177,572+1095.6% | $154,803+1271.5% | $142,382+1391.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $10,806 | $4,810+124.6% | $4,305+151.0% | $4,299+151.4% |
| Participant deferral / active EE | $10,300 | $6,272+64.2% | $5,540+85.9% | $6,507+58.3% |
| Admin fee / account holder | $109,398 | $16,786+551.7% | $14,329+663.5% | $12,624+766.6% |