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 | $1,125,883 | $77,899+1345.3% | $149,673+652.2% | $75,163+1397.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.16% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $30,700 | $3,137+878.5% | $4,818+537.2% | $2,670+1049.9% |
| Participant deferral / active EE | $17,701 | $3,411+418.9% | $5,680+211.6% | $4,125+329.1% |
| Admin fee / account holder | $72,466 | $5,956+1116.6% | $13,210+448.6% | $5,651+1182.4% |