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 | $1,482,599 | $118,450+1151.7% | $98,439+1406.1% | $139,434+963.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 30.21% | 18.94%+11.3pp | 21.16%+9.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $40,009 | $3,609+1008.5% | $3,048+1212.6% | $4,751+742.2% |
| Participant deferral / active EE | $30,000 | $5,392+456.4% | $4,738+533.2% | $6,710+347.1% |
| Admin fee / account holder | $22,398 | $14,026+59.7% | $8,948+150.3% | $11,403+96.4% |