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 | $154,228+1369.4% | $145,433+1458.3% | $137,256+1551.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.91% | 74.59%-48.7pp | 66.58%-40.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $2,556 | $4,804-46.8% | $4,554-43.9% | $4,156-38.5% |
| Participant deferral / active EE | $14,146 | $8,216+72.2% | $7,897+79.1% | $6,407+120.8% |
| Admin fee / account holder | $1,711 | $14,344-88.1% | $13,129-87.0% | $12,270-86.1% |