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 | $2,234,216 | $177,572+1158.2% | $154,803+1343.3% | $142,382+1469.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.03% | 65.07%-46.0pp | 58.88%-39.9pp | 217.08%-198.0pp |
| Employer contribution / active EE | $70,000 | $4,810+1355.2% | $4,305+1525.8% | $4,299+1528.2% |
| Participant deferral / active EE | $3,750 | $6,272-40.2% | $5,540-32.3% | $6,507-42.4% |
| Admin fee / account holder | $22,878 | $16,786+36.3% | $14,329+59.7% | $12,624+81.2% |