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 | $2,869,207 | $183,519+1463.4% | $155,509+1745.0% | $145,922+1866.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.25% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $26,792 | $5,313+404.3% | $4,672+473.4% | $4,660+475.0% |
| Participant deferral / active EE | $21,825 | $6,462+237.7% | $5,626+287.9% | $6,688+226.3% |
| Admin fee / account holder | $1,959 | $19,313-89.9% | $15,912-87.7% | $13,397-85.4% |