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 | $1,518,027 | $95,561+1488.5% | $77,163+1867.3% | $139,434+988.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.66% | 54.92%-37.3pp | 37.87%-20.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $19,800 | $3,147+529.1% | $2,535+681.1% | $4,751+316.8% |
| Participant deferral / active EE | $26,250 | $4,624+467.7% | $3,833+584.8% | $6,710+291.2% |
| Admin fee / account holder | $33,454 | $8,295+303.3% | $5,472+511.3% | $11,403+193.4% |