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 | $1,647,790 | $156,846+950.6% | $121,098+1260.7% | $139,434+1081.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.08% | 1474.56%-1458.5pp | 985.75%-969.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $30,700 | $5,536+454.5% | $4,164+637.3% | $4,751+546.2% |
| Participant deferral / active EE | $2,000 | $4,844-58.7% | $4,080-51.0% | $6,710-70.2% |
| Admin fee / account holder | $33,856 | $6,946+387.4% | $5,644+499.8% | $11,403+196.9% |