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 | $1,393,218 | $108,172+1188.0% | $77,482+1698.1% | $158,922+776.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.38% | 31.67%-17.3pp | 54.79%-40.4pp | 302.83%-288.4pp |
| Employer contribution / active EE | $14,000 | $1,325+956.7% | $986+1319.3% | $4,761+194.0% |
| Participant deferral / active EE | $23,833 | $2,456+870.3% | $1,861+1180.6% | $5,982+298.4% |
| Admin fee / account holder | $9,599 | $3,708+158.9% | $2,858+235.9% | $11,246-14.6% |