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 | $1,374,503 | $105,181+1206.8% | $159,436+762.1% | $85,850+1501.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 15.87% | 45.07%-29.2pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $10,160 | $3,318+206.2% | $4,829+110.4% | $2,565+296.1% |
| Participant deferral / active EE | $12,908 | $5,945+117.1% | $7,352+75.6% | $3,952+226.6% |
| Admin fee / account holder | $46,748 | $6,933+574.2% | $10,799+332.9% | $6,260+646.8% |