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 | $1,353,797 | $102,317+1223.1% | $146,958+821.2% | $80,856+1574.3% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 16.41% | 134.76%-118.4pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $21,601 | $3,713+481.8% | $4,933+337.9% | $2,755+684.1% |
| Participant deferral / active EE | $15,165 | $6,644+128.3% | $8,070+87.9% | $4,296+253.0% |
| Admin fee / account holder | $66,574 | $7,941+738.3% | $12,998+412.2% | $6,918+862.3% |