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 | $1,246,501 | $85,202+1363.0% | $172,739+621.6% | $72,985+1607.9% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 22.63% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,077 | $3,324+22.6% | $5,143-20.7% | $2,440+67.1% |
| Participant deferral / active EE | $23,206 | $3,260+611.8% | $5,198+346.5% | $3,607+543.3% |
| Admin fee / account holder | $85,819 | $5,884+1358.5% | $13,954+515.0% | $5,124+1574.7% |