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 | $1,361,702 | $95,416+1327.1% | $185,823+632.8% | $85,850+1486.1% |
| Participation rate | 96.9% | 68.8%+28.1pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 18.27% | 23.59%-5.3pp | 122.05%-103.8pp | 318.53%-300.3pp |
| Employer contribution / active EE | $27,629 | $3,314+733.8% | $5,167+434.7% | $2,565+977.1% |
| Participant deferral / active EE | $20,256 | $3,423+491.7% | $5,568+263.8% | $3,952+412.6% |
| Admin fee / account holder | $60,079 | $7,213+733.0% | $16,237+270.0% | $6,260+859.7% |