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 | $1,432,997 | $106,515+1245.3% | $96,683+1382.2% | $139,434+927.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.81% | 38.43%-20.6pp | 35.69%-17.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $25,000 | $4,103+509.3% | $3,737+569.0% | $4,751+426.2% |
| Participant deferral / active EE | $18,433 | $5,454+238.0% | $4,878+277.9% | $6,710+174.7% |
| Admin fee / account holder | $15,969 | $7,877+102.7% | $6,730+137.3% | $11,403+40.0% |