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 | $1,801,566 | $177,572+914.6% | $154,803+1063.8% | $142,382+1165.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.77% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $57,109 | $4,810+1087.2% | $4,305+1226.4% | $4,299+1228.4% |
| Participant deferral / active EE | $34,958 | $6,272+457.4% | $5,540+531.0% | $6,507+437.2% |
| Admin fee / account holder | $359,937 | $16,786+2044.3% | $14,329+2411.9% | $12,624+2751.3% |