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 4-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 | $1,218,563 | $109,413+1013.7% | $156,263+679.8% | $84,808+1336.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 44.18% | 20.18%+24.0pp | 59.47%-15.3pp | 40.90%+3.3pp |
| Employer contribution / active EE | $5,517 | $2,907+89.8% | $4,333+27.3% | $2,631+109.7% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,349 | $9,357-53.5% | $14,255-69.5% | $7,344-40.8% |