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 | $1,967,483 | $179,726+994.7% | $156,263+1159.1% | $142,382+1281.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.43% | 77.86%-64.4pp | 59.47%-46.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $31,927 | $5,069+529.8% | $4,333+636.8% | $4,299+642.6% |
| Participant deferral / active EE | $17,375 | $6,956+149.8% | $6,158+182.1% | $6,507+167.0% |
| Admin fee / account holder | $161,036 | $17,272+832.3% | $14,255+1029.7% | $12,624+1175.7% |