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 | $1,116,830 | $91,190+1124.7% | $178,490+525.7% | $79,858+1298.5% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 14.24% | 24.19%-10.0pp | 151.07%-136.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $23,414 | $3,256+619.2% | $5,011+367.3% | $2,471+847.6% |
| Participant deferral / active EE | $16,301 | $3,236+403.7% | $5,202+213.4% | $3,740+335.9% |
| Admin fee / account holder | $10,187 | $6,751+50.9% | $13,984-27.2% | $5,306+92.0% |