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 | $1,396,205 | $106,515+1210.8% | $96,683+1344.1% | $139,434+901.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.76% | 38.43%-18.7pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $6,126 | $4,103+49.3% | $3,737+63.9% | $4,751+28.9% |
| Participant deferral / active EE | $10,666 | $5,454+95.6% | $4,878+118.6% | $6,710+59.0% |
| Admin fee / account holder | $60,818 | $7,877+672.1% | $6,730+803.7% | $11,403+433.4% |