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 | $2,076,202 | $154,228+1246.2% | $145,433+1327.6% | $137,256+1412.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.93% | 74.59%-56.7pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $16,176 | $4,804+236.7% | $4,554+255.2% | $4,156+289.2% |
| Participant deferral / active EE | $18,795 | $8,216+128.7% | $7,897+138.0% | $6,407+193.4% |
| Admin fee / account holder | $8,385 | $14,344-41.5% | $13,129-36.1% | $12,270-31.7% |