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 | $1,315,278 | $90,397+1355.0% | $76,002+1630.6% | $145,959+801.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.69% | 621.97%-601.3pp | 360.07%-339.4pp | 561.95%-541.3pp |
| Employer contribution / active EE | $19,409 | $3,317+485.1% | $2,688+622.0% | $4,661+316.4% |
| Participant deferral / active EE | $14,359 | $5,163+178.1% | $4,257+237.3% | $6,689+114.7% |
| Admin fee / account holder | $63,710 | $8,369+661.2% | $6,414+893.3% | $13,398+375.5% |