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 | $1,428,760 | $74,888+1807.9% | $71,209+1906.4% | $142,382+903.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.37% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $32,793 | $2,854+1048.9% | $2,721+1105.2% | $4,299+662.8% |
| Participant deferral / active EE | $29,208 | $4,454+555.7% | $4,175+599.6% | $6,507+348.9% |
| Admin fee / account holder | $6,486 | $5,568+16.5% | $5,349+21.3% | $12,624-48.6% |