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 | $1,084,885 | $65,365+1559.7% | $92,893+1067.9% | $72,985+1386.5% |
| Participation rate | 98.3% | 68.3%+30.0pp | 76.0%+22.3pp | 69.5%+28.8pp |
| Annual return | 65.57% | 42.10%+23.5pp | 109.41%-43.8pp | 81.00%-15.4pp |
| Employer contribution / active EE | $17,655 | $2,594+580.6% | $3,653+383.3% | $2,440+623.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,404 | $4,251+50.6% | $5,794+10.5% | $5,124+25.0% |