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 | $1,406,790 | $80,717+1642.9% | $154,803+808.8% | $84,808+1558.8% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 17.62% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $45,236 | $2,761+1538.2% | $4,305+950.7% | $2,631+1619.4% |
| Participant deferral / active EE | $28,988 | $3,303+777.6% | $5,540+423.2% | $4,212+588.3% |
| Admin fee / account holder | $20,086 | $6,746+197.8% | $14,329+40.2% | $7,344+173.5% |