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 | $1,097,094 | $66,402+1552.2% | $109,895+898.3% | $85,850+1177.9% |
| Participation rate | 92.6% | 63.9%+28.7pp | 74.2%+18.4pp | 69.3%+23.3pp |
| Annual return | 23.51% | 19.59%+3.9pp | 29.45%-5.9pp | 318.53%-295.0pp |
| Employer contribution / active EE | $10,866 | $1,687+544.0% | $2,842+282.3% | $2,565+323.6% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $35,206 | $4,557+672.5% | $6,066+480.4% | $6,260+462.4% |