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 | $1,150,457 | $52,953+2072.6% | $172,739+566.0% | $65,185+1664.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.59% | 30.12%-9.5pp | 802.84%-782.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $33,731 | $2,190+1440.5% | $5,143+555.9% | $2,177+1449.7% |
| Participant deferral / active EE | $21,025 | $2,471+751.0% | $5,198+304.5% | $3,514+498.4% |
| Admin fee / account holder | $43,835 | $472+9189.0% | $13,954+214.1% | $847+5074.9% |