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 | $1,425,894 | $55,415+2473.1% | $155,509+816.9% | $74,495+1814.1% |
| Participation rate | 91.0% | 61.9%+29.1pp | 78.2%+12.8pp | 67.2%+23.8pp |
| Annual return | 20.03% | 268.50%-248.5pp | 64.67%-44.6pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $37,433 | $2,267+1551.2% | $4,672+701.2% | $2,623+1327.1% |
| Participant deferral / active EE | $24,234 | $2,836+754.5% | $5,626+330.7% | $4,346+457.6% |
| Admin fee / account holder | $99,928 | $1,738+5648.7% | $15,912+528.0% | $1,942+5046.4% |