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 | $1,845,396 | $179,726+926.8% | $156,263+1081.0% | $142,382+1196.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.02% | 77.86%-56.8pp | 59.47%-38.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $28,577 | $5,069+463.7% | $4,333+559.5% | $4,299+564.7% |
| Participant deferral / active EE | $27,250 | $6,956+291.7% | $6,158+342.5% | $6,507+318.8% |
| Admin fee / account holder | $48,880 | $17,272+183.0% | $14,255+242.9% | $12,624+287.2% |