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 | $2,170,121 | $177,572+1122.1% | $154,803+1301.9% | $142,382+1424.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.77% | 65.07%-53.3pp | 58.88%-47.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $64,425 | $4,810+1239.3% | $4,305+1396.4% | $4,299+1398.6% |
| Participant deferral / active EE | $34,180 | $6,272+445.0% | $5,540+516.9% | $6,507+425.3% |
| Admin fee / account holder | $277,128 | $16,786+1551.0% | $14,329+1834.0% | $12,624+2095.3% |