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 | $1,895,696 | $817,678+131.8% | $392,568+382.9% | $152,861+1140.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 28.45% | 22.84%+5.6pp | 24.42%+4.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $36,153 | $5,502+557.1% | $3,783+855.6% | $4,762+659.2% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,135 | $12,095-41.0% | $6,260+14.0% | $11,596-38.5% |