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 | $1,890,534 | $177,572+964.7% | $154,803+1121.3% | $142,382+1227.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 61.53% | 65.07%-3.5pp | 58.88%+2.6pp | 217.08%-155.5pp |
| Employer contribution / active EE | $15,212 | $4,810+216.2% | $4,305+253.3% | $4,299+253.9% |
| Participant deferral / active EE | $1,944 | $6,272-69.0% | $5,540-64.9% | $6,507-70.1% |
| Admin fee / account holder | $463 | $16,786-97.2% | $14,329-96.8% | $12,624-96.3% |