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 | $2,266,251 | $159,602+1319.9% | $150,045+1410.4% | $142,382+1491.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.91% | 70.24%-44.3pp | 62.55%-36.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,556 | $4,961-48.5% | $4,693-45.5% | $4,299-40.5% |
| Participant deferral / active EE | $14,146 | $8,310+70.2% | $7,997+76.9% | $6,507+117.4% |
| Admin fee / account holder | $1,711 | $14,846-88.5% | $13,435-87.3% | $12,624-86.4% |