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 | $1,581,448 | $109,881+1339.2% | $150,045+954.0% | $84,808+1764.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.51% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,799 | $3,561+119.0% | $4,693+66.2% | $2,631+196.4% |
| Participant deferral / active EE | $13,330 | $6,636+100.9% | $7,997+66.7% | $4,212+216.5% |
| Admin fee / account holder | $15,077 | $8,568+76.0% | $13,435+12.2% | $7,344+105.3% |