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 | $100,773+1076.8% | $88,946+1233.3% | $142,382+732.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.63% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $32,133 | $2,918+1001.3% | $2,555+1157.7% | $4,299+647.4% |
| Participant deferral / active EE | $25,064 | $5,230+379.2% | $4,581+447.1% | $6,507+285.2% |
| Admin fee / account holder | $97,226 | $9,693+903.1% | $8,261+1076.9% | $12,624+670.2% |