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 | $3,217,485 | $148,534+2066.2% | $135,903+2267.5% | $139,434+2207.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.62% | 79.19%-32.6pp | 68.23%-21.6pp | 372.94%-326.3pp |
| Employer contribution / active EE | $4,190 | $5,243-20.1% | $4,856-13.7% | $4,751-11.8% |
| Participant deferral / active EE | $7,208 | $8,100-11.0% | $7,758-7.1% | $6,710+7.4% |
| Admin fee / account holder | $60,467 | $12,400+387.7% | $10,762+461.9% | $11,403+430.3% |