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 | $873,811 | $77,899+1021.7% | $149,673+483.8% | $75,163+1062.5% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.4pp | 67.2%+26.9pp |
| Annual return | 17.43% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $34,292 | $3,137+993.0% | $4,818+611.8% | $2,670+1184.5% |
| Participant deferral / active EE | $19,782 | $3,411+479.9% | $5,680+248.3% | $4,125+379.5% |
| Admin fee / account holder | $89,267 | $5,956+1398.7% | $13,210+575.8% | $5,651+1479.7% |