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 | $1,185,912 | $97,125+1121.0% | $86,233+1275.2% | $137,256+764.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.63% | 74.19%-58.6pp | 61.39%-45.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $32,133 | $2,841+1030.9% | $2,504+1183.1% | $4,156+673.2% |
| Participant deferral / active EE | $25,064 | $5,180+383.9% | $4,559+449.8% | $6,407+291.2% |
| Admin fee / account holder | $97,226 | $9,725+899.8% | $8,342+1065.5% | $12,270+692.4% |