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 5-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 | $1,468,727 | $105,126+1297.1% | $94,646+1451.8% | $139,434+953.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 29.46% | 38.03%-8.6pp | 156.71%-127.2pp | 372.94%-343.5pp |
| Employer contribution / active EE | $1,312 | $4,106-68.0% | $3,672-64.3% | $4,751-72.4% |
| Participant deferral / active EE | $11,578 | $7,599+52.4% | $7,418+56.1% | $6,710+72.5% |
| Admin fee / account holder | $13,039 | $8,984+45.1% | $7,231+80.3% | $11,403+14.4% |