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 | $3,731,857 | $201,272+1754.1% | $184,203+1925.9% | $145,922+2457.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.35% | 29.00%-9.7pp | 28.81%-9.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $21,714 | $7,022+209.2% | $6,427+237.8% | $4,660+366.0% |
| Participant deferral / active EE | $20,333 | $9,806+107.4% | $9,131+122.7% | $6,688+204.0% |
| Admin fee / account holder | $370,305 | $16,364+2163.0% | $13,901+2563.9% | $13,397+2664.1% |