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 | $1,203,068 | $109,327+1000.4% | $89,391+1245.9% | $158,922+657.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.85% | 345.68%-334.8pp | 245.62%-234.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $6,741 | $3,170+112.7% | $2,586+160.7% | $4,761+41.6% |
| Participant deferral / active EE | $7,379 | $4,598+60.5% | $3,890+89.7% | $5,982+23.4% |
| Admin fee / account holder | $1,100 | $6,153-82.1% | $4,881-77.5% | $11,246-90.2% |