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 | $1,184,297 | $59,839+1879.2% | $81,983+1344.6% | $79,858+1383.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 12.15% | 17.56%-5.4pp | 41.31%-29.2pp | 31.71%-19.6pp |
| Employer contribution / active EE | $23,875 | $1,713+1293.4% | $2,498+855.8% | $2,471+866.3% |
| Participant deferral / active EE | $14,665 | $2,695+444.1% | $3,722+294.0% | $3,740+292.1% |
| Admin fee / account holder | $9,696 | $4,287+126.2% | $5,664+71.2% | $5,306+82.7% |