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 | $1,888,571 | $173,340+989.5% | $136,007+1288.6% | $145,959+1193.9% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.43% | 1163.32%-1145.9pp | 579.32%-561.9pp | 561.95%-544.5pp |
| Employer contribution / active EE | $11,569 | $5,275+119.3% | $4,215+174.5% | $4,661+148.2% |
| Participant deferral / active EE | $31,225 | $8,699+258.9% | $7,024+344.5% | $6,689+366.8% |
| Admin fee / account holder | $17,856 | $9,954+79.4% | $6,858+160.4% | $13,398+33.3% |