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 | $3,311,853 | $185,822+1682.3% | $169,993+1848.2% | $139,434+2275.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 40.15% | 60.50%-20.3pp | 53.37%-13.2pp | 372.94%-332.8pp |
| Employer contribution / active EE | $35,371 | $7,590+366.0% | $6,785+421.3% | $4,751+644.5% |
| Participant deferral / active EE | $21,400 | $11,622+84.1% | $10,408+105.6% | $6,710+218.9% |
| Admin fee / account holder | $334 | $15,381-97.8% | $12,815-97.4% | $11,403-97.1% |