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 | $2,014,727 | $177,572+1034.6% | $154,803+1201.5% | $142,382+1315.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.88% | 65.07%-40.2pp | 58.88%-34.0pp | 217.08%-192.2pp |
| Employer contribution / active EE | $24,192 | $4,810+402.9% | $4,305+461.9% | $4,299+462.7% |
| Participant deferral / active EE | $12,600 | $6,272+100.9% | $5,540+127.4% | $6,507+93.6% |
| Admin fee / account holder | $62,724 | $16,786+273.7% | $14,329+337.7% | $12,624+396.9% |