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 | $1,040,142 | $95,416+990.1% | $185,823+459.7% | $85,850+1111.6% |
| Participation rate | 93.1% | 68.8%+24.3pp | 81.7%+11.4pp | 69.3%+23.8pp |
| Annual return | 13.04% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $35,925 | $3,314+984.1% | $5,167+595.2% | $2,565+1300.5% |
| Participant deferral / active EE | $21,164 | $3,423+518.2% | $5,568+280.1% | $3,952+435.6% |
| Admin fee / account holder | $103,822 | $7,213+1339.4% | $16,237+539.4% | $6,260+1558.5% |