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 | $102,245+968.6% | $89,340+1123.0% | $137,256+696.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 11.10% | 21.89%-10.8pp | 20.57%-9.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $14,296 | $2,529+465.3% | $2,231+540.7% | $4,156+244.0% |
| Participant deferral / active EE | $1,364 | $4,436-69.3% | $3,823-64.3% | $6,407-78.7% |
| Admin fee / account holder | $33,436 | $8,085+313.5% | $6,704+398.8% | $12,270+172.5% |