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 | $1,208,876 | $80,717+1397.7% | $154,803+680.9% | $84,808+1325.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.71% | 37.96%-22.2pp | 58.88%-43.2pp | 40.90%-25.2pp |
| Employer contribution / active EE | $26,275 | $2,761+851.5% | $4,305+510.3% | $2,631+898.7% |
| Participant deferral / active EE | $23,414 | $3,303+608.8% | $5,540+322.6% | $4,212+455.9% |
| Admin fee / account holder | $19,420 | $6,746+187.9% | $14,329+35.5% | $7,344+164.4% |