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 | $1,596,349 | $109,982+1351.5% | $97,226+1541.9% | $145,922+994.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.82% | 242.90%-227.1pp | 75.13%-59.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $40,026 | $3,084+1197.9% | $2,729+1366.8% | $4,660+759.0% |
| Participant deferral / active EE | $2,460 | $4,676-47.4% | $4,264-42.3% | $6,688-63.2% |
| Admin fee / account holder | $1,697 | $6,221-72.7% | $5,654-70.0% | $13,397-87.3% |