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 | $1,583,537 | $80,717+1861.8% | $154,803+922.9% | $84,808+1767.2% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 29.46% | 37.96%-8.5pp | 58.88%-29.4pp | 40.90%-11.4pp |
| Employer contribution / active EE | $38,249 | $2,761+1285.2% | $4,305+788.4% | $2,631+1353.8% |
| Participant deferral / active EE | $22,986 | $3,303+595.9% | $5,540+314.9% | $4,212+445.8% |
| Admin fee / account holder | $468,324 | $6,746+6842.6% | $14,329+3168.3% | $7,344+6277.1% |