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 | $1,015,236 | $81,248+1149.5% | $155,509+552.8% | $80,856+1155.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.81% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $33,118 | $3,100+968.2% | $4,672+608.8% | $2,755+1102.2% |
| Participant deferral / active EE | $19,648 | $3,452+469.2% | $5,626+249.2% | $4,296+357.4% |
| Admin fee / account holder | $31,907 | $7,997+299.0% | $15,912+100.5% | $6,918+361.2% |