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 9-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 | $979,105 | $84,233+1062.4% | $170,442+474.5% | $70,131+1296.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.75% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $28,438 | $3,387+739.6% | $5,433+423.5% | $2,342+1114.0% |
| Participant deferral / active EE | $16,342 | $3,086+429.6% | $4,939+230.9% | $3,332+390.5% |
| Admin fee / account holder | $31,325 | $5,698+449.8% | $13,880+125.7% | $4,645+574.3% |