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 | $1,467,426 | $110,261+1230.9% | $95,745+1432.6% | $139,434+952.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.46% | 27.11%-6.6pp | 28.35%-7.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $20,708 | $3,257+535.7% | $2,835+630.6% | $4,751+335.9% |
| Participant deferral / active EE | $4,333 | $4,676-7.3% | $4,245+2.1% | $6,710-35.4% |
| Admin fee / account holder | $43,827 | $6,613+562.7% | $5,678+671.9% | $11,403+284.4% |