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 | $970,565 | $77,634+1150.2% | $156,549+520.0% | $62,891+1443.2% |
| Participation rate | 98.2% | 71.2%+27.0pp | 84.0%+14.2pp | 69.3%+28.9pp |
| Annual return | 7.84% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $28,532 | $3,444+728.5% | $5,501+418.6% | $2,281+1150.9% |
| Participant deferral / active EE | $16,337 | $3,045+436.4% | $4,871+235.4% | $3,203+410.1% |
| Admin fee / account holder | $27,812 | $5,561+400.1% | $13,027+113.5% | $4,296+547.5% |