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 | $1,137,406 | $72,071+1478.2% | $68,368+1563.7% | $137,256+728.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 16.10% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $26,318 | $2,788+844.0% | $2,649+893.5% | $4,156+533.2% |
| Participant deferral / active EE | $23,237 | $4,410+426.9% | $4,123+463.6% | $6,407+262.7% |
| Admin fee / account holder | $7,577 | $5,336+42.0% | $5,150+47.1% | $12,270-38.3% |