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 | $3,453,619 | $179,726+1821.6% | $156,263+2110.1% | $142,382+2325.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.41% | 77.86%-63.4pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $13,069 | $5,069+157.8% | $4,333+201.6% | $4,299+204.0% |
| Participant deferral / active EE | $12,400 | $6,956+78.3% | $6,158+101.4% | $6,507+90.6% |
| Admin fee / account holder | $5,629 | $17,272-67.4% | $14,255-60.5% | $12,624-55.4% |