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 | $2,053,504 | $159,602+1186.6% | $150,045+1268.6% | $142,382+1342.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.46% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,607 | $4,961-47.5% | $4,693-44.5% | $4,299-39.4% |
| Participant deferral / active EE | $16,079 | $8,310+93.5% | $7,997+101.1% | $6,507+147.1% |
| Admin fee / account holder | $46,435 | $14,846+212.8% | $13,435+245.6% | $12,624+267.8% |