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 | $2,617,873 | $117,983+2118.9% | $101,794+2471.7% | $142,382+1738.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.88% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $11,398 | $2,773+311.1% | $2,289+398.0% | $4,299+165.1% |
| Participant deferral / active EE | $25,692 | $4,714+445.1% | $4,084+529.1% | $6,507+294.8% |
| Admin fee / account holder | $18,072 | $10,433+73.2% | $8,777+105.9% | $12,624+43.2% |