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 | $100,773+1347.4% | $88,946+1539.9% | $142,382+924.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.81% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $31,208 | $2,918+969.6% | $2,555+1121.5% | $4,299+625.9% |
| Participant deferral / active EE | $22,245 | $5,230+325.3% | $4,581+385.5% | $6,507+241.8% |
| Admin fee / account holder | $571 | $9,693-94.1% | $8,261-93.1% | $12,624-95.5% |