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 | $2,046,617 | $197,591+935.8% | $177,821+1050.9% | $158,922+1187.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.08% | 58.76%-40.7pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $22,782 | $6,697+240.2% | $5,918+284.9% | $4,761+378.5% |
| Participant deferral / active EE | $15,342 | $8,405+82.5% | $7,714+98.9% | $5,982+156.5% |
| Admin fee / account holder | $27,252 | $15,399+77.0% | $12,427+119.3% | $11,246+142.3% |