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 | $2,101,288 | $183,519+1045.0% | $155,509+1251.2% | $145,922+1340.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 94.40% | 61.17%+33.2pp | 64.67%+29.7pp | 561.29%-466.9pp |
| Employer contribution / active EE | $18,477 | $5,313+247.8% | $4,672+295.4% | $4,660+296.5% |
| Participant deferral / active EE | $20,333 | $6,462+214.6% | $5,626+261.4% | $6,688+204.0% |
| Admin fee / account holder | $13,586 | $19,313-29.7% | $15,912-14.6% | $13,397+1.4% |