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 | $3,325,499 | $209,411+1488.0% | $178,490+1763.1% | $158,922+1992.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.84% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $27,112 | $5,706+375.1% | $5,011+441.1% | $4,761+469.4% |
| Participant deferral / active EE | $18,105 | $5,954+204.1% | $5,202+248.1% | $5,982+202.6% |
| Admin fee / account holder | $1,621 | $17,074-90.5% | $13,984-88.4% | $11,246-85.6% |