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 | $2,189,936 | $177,572+1133.3% | $154,803+1314.7% | $142,382+1438.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.16% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $37,411 | $4,810+677.7% | $4,305+768.9% | $4,299+770.2% |
| Participant deferral / active EE | $19,181 | $6,272+205.8% | $5,540+246.2% | $6,507+194.8% |
| Admin fee / account holder | $35,405 | $16,786+110.9% | $14,329+147.1% | $12,624+180.5% |