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 | $1,059,106 | $95,561+1008.3% | $77,163+1272.6% | $139,434+659.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.54% | 54.92%-38.4pp | 37.87%-21.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,863 | $3,147+54.5% | $2,535+91.9% | $4,751+2.4% |
| Participant deferral / active EE | $17,500 | $4,624+278.5% | $3,833+356.5% | $6,710+160.8% |
| Admin fee / account holder | $2,101 | $8,295-74.7% | $5,472-61.6% | $11,403-81.6% |