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 | $1,641,741 | $117,381+1298.6% | $99,443+1550.9% | $152,861+974.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 20.79% | 31.87%-11.1pp | 30.72%-9.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $3,704 | $3,013+22.9% | $2,540+45.8% | $4,762-22.2% |
| Participant deferral / active EE | $22,600 | $4,086+453.1% | $3,619+524.5% | $5,850+286.3% |
| Admin fee / account holder | $19,626 | $7,631+157.2% | $6,250+214.0% | $11,596+69.2% |