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 | $1,986,965 | $211,958+837.4% | $169,463+1072.5% | $135,375+1367.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 26.37% | 3.26%+23.1pp | 1.83%+24.5pp | 519.73%-493.4pp |
| Employer contribution / active EE | $3,336 | $5,120-34.8% | $4,159-19.8% | $4,779-30.2% |
| Participant deferral / active EE | $3,336 | $6,075-45.1% | $5,277-36.8% | $5,609-40.5% |
| Admin fee / account holder | $2,156 | $11,471-81.2% | $9,109-76.3% | $10,827-80.1% |