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 | $1,991,062 | $148,534+1240.5% | $135,903+1365.1% | $139,434+1328.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.15% | 79.19%-44.0pp | 68.23%-33.1pp | 372.94%-337.8pp |
| Employer contribution / active EE | $23,000 | $5,243+338.7% | $4,856+373.6% | $4,751+384.1% |
| Participant deferral / active EE | $25,000 | $8,100+208.6% | $7,758+222.3% | $6,710+272.6% |
| Admin fee / account holder | $36,166 | $12,400+191.7% | $10,762+236.0% | $11,403+217.2% |