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 | $1,092,603 | $107,452+916.8% | $91,541+1093.6% | $142,382+667.4% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 11.10% | 22.06%-11.0pp | 20.50%-9.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $14,296 | $2,994+377.5% | $2,505+470.8% | $4,299+232.5% |
| Participant deferral / active EE | $1,364 | $4,754-71.3% | $4,008-66.0% | $6,507-79.0% |
| Admin fee / account holder | $33,436 | $8,834+278.5% | $6,956+380.6% | $12,624+164.9% |