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 | $1,458,616 | $97,125+1401.8% | $86,233+1591.5% | $137,256+962.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.81% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $31,208 | $2,841+998.4% | $2,504+1146.2% | $4,156+650.9% |
| Participant deferral / active EE | $22,245 | $5,180+329.5% | $4,559+387.9% | $6,407+247.2% |
| Admin fee / account holder | $571 | $9,725-94.1% | $8,342-93.2% | $12,270-95.3% |