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 | $1,154,995 | $89,355+1192.6% | $141,162+718.2% | $72,985+1482.5% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 21.40% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $18,183 | $3,114+483.8% | $4,735+284.0% | $2,440+645.2% |
| Participant deferral / active EE | $11,433 | $5,418+111.0% | $6,709+70.4% | $3,607+216.9% |
| Admin fee / account holder | $20,869 | $5,958+250.3% | $10,261+103.4% | $5,124+307.3% |