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 | $2,168,631 | $183,519+1081.7% | $155,509+1294.5% | $145,922+1386.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.1pp |
| Employer contribution / active EE | $45,375 | $5,313+754.1% | $4,672+871.1% | $4,660+873.8% |
| Participant deferral / active EE | $28,625 | $6,462+342.9% | $5,626+408.8% | $6,688+328.0% |
| Admin fee / account holder | $593,117 | $19,313+2971.1% | $15,912+3627.5% | $13,397+4327.2% |