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 | $1,032,107 | $55,706+1752.8% | $75,886+1260.1% | $72,985+1314.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 22.15% | 27.59%-5.4pp | 30.76%-8.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $20,711 | $1,687+1128.0% | $2,500+728.3% | $2,440+748.9% |
| Participant deferral / active EE | $12,446 | $2,634+372.5% | $3,603+245.4% | $3,607+245.0% |
| Admin fee / account holder | $21,213 | $3,978+433.2% | $5,418+291.5% | $5,124+314.0% |