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 | $1,261,966 | $77,899+1520.0% | $149,673+743.1% | $75,163+1579.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.58% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $33,385 | $3,137+964.1% | $4,818+593.0% | $2,670+1150.5% |
| Participant deferral / active EE | $25,167 | $3,411+637.8% | $5,680+343.1% | $4,125+510.1% |
| Admin fee / account holder | $8,262 | $5,956+38.7% | $13,210-37.5% | $5,651+46.2% |