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 | $1,266,242 | $95,266+1229.2% | $82,389+1436.9% | $142,382+789.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.41% | 25.74%-6.3pp | 28.67%-9.3pp | 217.08%-197.7pp |
| Employer contribution / active EE | $36,383 | $2,991+1116.4% | $2,517+1345.4% | $4,299+746.3% |
| Participant deferral / active EE | $23,000 | $4,809+378.3% | $4,155+453.6% | $6,507+253.5% |
| Admin fee / account holder | $7,576 | $8,563-11.5% | $7,231+4.8% | $12,624-40.0% |