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 | $1,030,750 | $111,754+822.3% | $103,333+897.5% | $145,922+606.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.59% | 24.77%+5.8pp | 24.88%+5.7pp | 561.29%-530.7pp |
| Employer contribution / active EE | $13,542 | $4,212+221.5% | $3,868+250.1% | $4,660+190.6% |
| Participant deferral / active EE | $6,586 | $5,619+17.2% | $5,057+30.2% | $6,688-1.5% |
| Admin fee / account holder | $5,709 | $9,750-41.5% | $8,355-31.7% | $13,397-57.4% |