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 | $1,355,320 | $81,632+1560.3% | $70,449+1823.8% | $158,922+752.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 21.42% | 208.40%-187.0pp | 109.03%-87.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $5,392 | $3,217+67.6% | $2,737+97.0% | $4,761+13.2% |
| Participant deferral / active EE | $15,080 | $4,554+231.2% | $3,709+306.6% | $5,982+152.1% |
| Admin fee / account holder | $16,694 | $6,193+169.6% | $3,845+334.1% | $11,246+48.4% |