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 | $1,032,486 | $80,717+1179.1% | $154,803+567.0% | $84,808+1117.4% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 13.95% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $32,483 | $2,761+1076.4% | $4,305+654.5% | $2,631+1134.6% |
| Participant deferral / active EE | $21,050 | $3,303+537.3% | $5,540+279.9% | $4,212+399.8% |
| Admin fee / account holder | $145,753 | $6,746+2060.7% | $14,329+917.2% | $7,344+1884.7% |