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 | $1,004,314 | $85,202+1078.7% | $172,739+481.4% | $72,985+1276.1% |
| Participation rate | 98.9% | 70.1%+28.8pp | 82.6%+16.2pp | 69.5%+29.4pp |
| Annual return | 18.11% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $31,071 | $3,324+834.7% | $5,143+504.2% | $2,440+1173.5% |
| Participant deferral / active EE | $17,188 | $3,260+427.2% | $5,198+230.7% | $3,607+376.5% |
| Admin fee / account holder | $52,937 | $5,884+799.7% | $13,954+279.4% | $5,124+933.1% |