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 | $1,726,392 | $114,381+1409.3% | $107,525+1505.6% | $142,382+1112.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.92% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $49,383 | $4,015+1130.1% | $3,754+1215.6% | $4,299+1048.7% |
| Participant deferral / active EE | $6,557 | $5,564+17.8% | $5,116+28.2% | $6,507+0.8% |
| Admin fee / account holder | $9,897 | $9,860+0.4% | $8,919+11.0% | $12,624-21.6% |