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 | $1,314,391 | $91,190+1341.4% | $178,490+636.4% | $79,858+1545.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.04% | 24.19%-8.2pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $31,632 | $3,256+871.6% | $5,011+531.3% | $2,471+1180.2% |
| Participant deferral / active EE | $20,655 | $3,236+538.3% | $5,202+297.1% | $3,740+452.3% |
| Admin fee / account holder | $31,609 | $6,751+368.2% | $13,984+126.0% | $5,306+495.7% |