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 | $1,428,610 | $107,452+1229.5% | $91,541+1460.6% | $142,382+903.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.77% | 22.06%-8.3pp | 20.50%-6.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $4,125 | $2,994+37.8% | $2,505+64.7% | $4,299-4.1% |
| Participant deferral / active EE | $18,167 | $4,754+282.1% | $4,008+353.3% | $6,507+179.2% |
| Admin fee / account holder | $4,912 | $8,834-44.4% | $6,956-29.4% | $12,624-61.1% |