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 | $1,231,275 | $61,272+1909.5% | $149,673+722.6% | $71,457+1623.1% |
| Participation rate | 97.1% | 62.5%+34.6pp | 78.8%+18.3pp | 67.9%+29.2pp |
| Annual return | 14.38% | 35.85%-21.5pp | 134.42%-120.0pp | 28.85%-14.5pp |
| Employer contribution / active EE | $33,805 | $2,378+1321.3% | $4,818+601.7% | $2,588+1206.4% |
| Participant deferral / active EE | $24,899 | $2,917+753.6% | $5,680+338.4% | $4,289+480.6% |
| Admin fee / account holder | $67,637 | $1,261+5262.2% | $13,210+412.0% | $1,587+4161.1% |